Geiger Group Wealth Management is a registered investment advisor founded in July 2026 and led by Sean Geiger. The firm offers personalized investment management on a discretionary basis, utilizing tactical asset allocation strategies to help clients reduce risk and increase performance. Services include retirement income planning, tax optimization, cash flow and budgeting analysis, estate planning, and asset protection strategies. Geiger Group Wealth Management tailors its services to each client's individual needs and objectives, accommodating specific investment restrictions when requested. The firm also assists clients with selecting third-party money managers through managed account programs and provides pension consulting services for qualified retirement plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Management fees range up to 1.50% per annum depending on the type and complexity of the investment management strategy as well as the size of the account or overall relationship. Fees may be reduced or waived for firm personnel and are negotiable at the firm's discretion.