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How does the advisor help clients – Key Takeaways:
- GeoVest Advisors Inc. is a financial advisory firm that provides personalized financial solutions to clients.
- The firm offers a wide range of financial services and caters to various types of clients.
- GeoVest Advisors Inc. has a team of experienced advisors who help clients achieve their financial goals and navigate the complex world of finance.
Facts and Insights
- GeoVest Advisors Inc. was founded in 2005 and has been in the financial services industry for over 15 years.
- As of 2021, the firm has over $500 million in assets under management and a team of 20 advisors.
- The firm is registered with the Securities and Exchange Commission (SEC) and operates as a Registered Investment Advisor (RIA).
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | 2005 |
|---|---|
| Assets Under Management | $500 million |
| Number of Advisors | 20 |
Financial Services Offered
- Portfolio management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Corporate retirement plans
- Employee benefits
- Charitable giving
Client Types
- Individuals
- High-net-worth individuals
- Businesses
- Institutions
- Non-profit organizations
Fees & Compensation
GeoVest Advisors Inc. charges a percentage of assets under management as their fee. The firm’s fee structure is based on a tiered schedule, which decreases as the assets under management increase. Other than the management fee, the firm may also charge additional fees for services like financial planning and insurance planning.
GeoVest Advisors Inc. does not receive any commissions or compensation from outside sources, ensuring that their advice is unbiased and in the best interest of the client.
Background
GeoVest Advisors Inc. was founded with the goal of providing personalized financial solutions to clients with integrity and professionalism. The firm’s advisors have years of experience in the financial industry and are committed to helping clients achieve their financial goals. GeoVest Advisors Inc. believes in building long-term relationships with clients based on trust and mutual respect.
Financial Advisor Disclosures to Know
As a registered investment advisor, GeoVest Advisors Inc. is required to disclose any potential conflicts of interest and provide clients with all necessary information to make informed decisions. The firm is also required to disclose any past disciplinary actions or complaints from clients.
The firm’s advisors are held to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients. This ensures that clients receive unbiased and suitable financial advice from their advisors.