Geiger Wealth Management offers investment advice, manages portfolios, and provides financial planning. Geiger uses a tactical allocation strategy to manage portfolios, considering factors like investment goals, time horizon, risk tolerance, and financial condition. For clients not needing portfolio management, Geiger offers financial planning services covering investment goals, understanding investment options, and non-investment matters like personal finance, risk management, and retirement planning.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Investment advisory fees may be reduced or waived for directors, officers, and employees of Geiger at the discretion of management. Geiger may negotiate these fees at its sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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