Geometric Wealth Advisors, LLC offers comprehensive wealth management services, combining personalized investment management and financial planning for individuals, families, and trusts. Geometric Wealth Advisors creates customized investment plans tailored to each client's goals, time horizon, and risk tolerance, primarily utilizing passive mutual funds and exchange-traded funds. In addition to investment oversight, Geometric Wealth Advisors provides guidance on retirement planning, tax planning and preparation, estate planning organization, debt management, and charitable giving. The firm operates on a discretionary basis, meaning professionals have the authority to execute trades without prior approval, and maintains relationships with third-party sub-advisers like Dimensional Fund Advisors for specific portfolio segments. Geometric Wealth Advisors does not enforce a strict minimum account size, evaluating potential clients on an individual basis, and delivers its services through a team of experienced advisors holding professional designations such as Certified Financial Planner and Chartered Financial Analyst.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees may be negotiable based on factors such as account size, complexity, and existing relationships. Employee accounts generally do not incur fees.