Geddi Capital manages investment portfolios for individuals, tailoring the investments to each client's needs and goals. They use a tactical approach, adjusting allocations to different asset classes based on market conditions and economic indicators. Geddi Capital also offers financial planning services focused on retirement assets, providing analysis and recommendations for retirement accounts.
Assets Under Management$3.1M
Clients53
Advisors1
Avg. per Client$58K
Avg. per Advisor$3.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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