Dustin Gomez is a registered investment advisor at The Geauxmez Group Wealth Management LLC, based in Gesimar, LA. Dustin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.65% |
Fees are negotiable at the sole discretion of the advisor. Total blended fee when utilizing independent managers will not exceed 2.25% annually.
Fee Estimator
Location
Gesimar, LA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
The Geauxmez Group Wealth Management LLC
State Registrations2 states
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