Geiser Wealth Planning offers investment management and financial planning services. As a fee-only firm, Geiser Wealth Planning is only compensated by clients. Investment management involves creating a portfolio based on a client's goals, risk tolerance, and tax considerations. Financial planning includes analyzing a client's financial situation and creating a plan to achieve their goals. Geiser Wealth Planning recommends custodians based on their reputation and services.
Assets Under Management$24M
Clients49
Advisors1
Avg. per Client$500K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees are negotiable. In determining the advisory fee, Geiser Wealth Planning will aggregate members of the same household.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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