The Details

Pricing

This one fee covers all of our services described below (financial planning, portfolio management, and tax services)
Portfolio includes all accounts over which Geometric has discretion, which typically include taxable brokerage accounts/trusts, IRAs, 401(k)s, and 529s
Fee tiers are applied marginally (for example, a household with $3 million under management would pay 1.00% on the first $2.5 million and 0.75% on the remaining $500k)
Geometric does not have a minimum portfolio size but may institute a minimum annual fee based on each client’s circumstances

Comprehensive modeling of your net worth to provide you with a framework for quantifying financial decisions
Proactive guidance on all financial matters, including saving for retirement/financial independence, saving for education needs, housing decisions, debt management, insurance needs, charitable giving, and estate planning strategies
Access to private banking services including preferred lending rates / terms via Geometric’s partnership with a private banking group
Ensuring that all of the above remains optimized without you needing to spend time or mental energy on it

Holistic portfolio strategy integrating all of your accounts, customized for your goals and risk tolerance
Low-cost, tax-conscious, passive investment methodology implemented using mutual funds and ETFs from Dimensional Fund Advisors
Daily monitoring for rebalancing and tax loss harvesting opportunities
Strategic placement of asset classes across your household’s accounts to optimize tax efficiency
“Behavioral finance coaching” to ensure you stick to your investment plan regardless of market turbulence or daily news cycle

Tax preparation, filing, and ongoing consulting provided at no incremental charge by an experienced in-house CPA
Integration of tax and investing strategy to maximize after-tax returns
Real-time collaboration between tax preparer and wealth advisor means that you don’t have to spend time coordinating your financial life each tax season