The Geauxmez Group Wealth Management offers personalized wealth management services, combining discretionary investment management with comprehensive financial planning. The Geauxmez Group Wealth Management works closely with each client to understand their specific goals, risk tolerance, and financial situation, building diversified portfolios primarily using low-cost exchange-traded funds and mutual funds. The Geauxmez Group Wealth Management acts as a registered investment advisor and serves as a fiduciary, meaning they are legally required to act in your best interest. In addition to portfolio management, the advisory services cover retirement planning, personal savings, education funding, and overall financial consulting. The Geauxmez Group Wealth Management may also recommend independent managers or specialized real estate investment funds through affiliates for eligible accredited investors, while helping clients navigate complex financial decisions without pushing proprietary products or earning commissions on trades.
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.