Advisor at Pasadena Private Wealth, LLC
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Firm
Pasadena Private Wealth, LLC
Location
Pasadena, CA 91101
Credentials
Series 65
Industry experience
3 years
Geert Criel is a financial advisor at Pasadena Private Wealth, LLC with three years of industry experience. Prior to joining the firm in 2022, he worked for the Belgian Ministry of Foreign Affairs for 32 years. Outside of his advisory role, he serves as a director of a nonprofit organization dedicated to promoting and co-financing European movies in Los Angeles. Pasadena Private Wealth serves a diverse client base including individuals, families, trusts, pension plans, and business entities, offering discretionary and non-discretionary asset management alongside financial planning and retirement consulting. The firm emphasizes fundamental analysis and long-term portfolio construction, managing over $1.2 billion in assets across multiple offices with a multi-advisor team.
Based on Pasadena Private Wealth, LLC
Based on Pasadena Private Wealth, LLC
Financial Planning & Consulting: initial flat fee up to $2,500; total flat fee up to $200,000 annually; Retirement Plan Consulting: flat fee basis
$0 - $1,999,999: 1.25% $2,000,000 - $4,999,999: 0.95% $5,000,000 - $9,999,999: 0.85% $10,000,000 - $14,999,999: 0.75% $15,000,000 - $24,999,999: 0.65% $25,000,000 - $49,999,999: 0.55% $50,000,000 - $99,999,999: 0.45% $100,000,000+: Negotiable
Representatives are registered representatives of GT Securities, Inc. and receive commissions for securities sales, including mutual fund trail fees.
Financial Planning & Consulting: hourly fee up to $800/hour; Retirement Plan Consulting: hourly basis
Account minimum: $2,000,000 Fee-only: Financial Planning & Consulting: hourly up to $800/hour, flat fee up to $200,000 per annum, initial flat fee up to $2,500; Portfolio Monitoring: up to 0.5% annually; Retirement Plan Consulting: hourly, flat fee, or up to 1.00% of plan assets
2 North Lake Avenue, Suite 520
Pasadena, CA 91101
California
Pasadena Private Wealth, LLC
2022 - Present (4 years)
Belgian Ministry of Foreign Affairs
1990 - 2022 (32 years)
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Real estate agent
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Other specialized services
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