A complete list of active advisors currently associated with The Geauxmez Group Wealth Management LLC
Warmer can help you find a great advisor at The Geauxmez Group Wealth Management LLC or one who fits your needs even better.
The Geauxmez Group Wealth Management provides investment advisory services to individuals and high‑net‑worth individuals, offering discretionary portfolio management and comprehensive financial planning. The firm is newly formed and has not yet reported assets under management. Its investment approach is primarily long‑term and combines fundamental and technical analysis to build diversified portfolios that generally emphasize low‑cost mutual funds and ETFs; the adviser also may use unaffiliated independent managers and performs ongoing oversight of those managers. In addition to asset‑based wealth management, the firm offers stand‑alone financial planning engagements on an hourly or fixed‑fee basis and acts as a fiduciary for retirement accounts. Distinctive features include affiliations with related real estate entities — including an affiliate that serves as general partner to a private real estate fund for accredited investors and a separate real estate brokerage operated by the firm’s principal — which the brochure identifies as a potential conflict the firm addresses through disclosure and internal oversight. Compared with many peers, the firm’s mix of discretionary portfolio management, formal selection and oversight of other advisers, explicit hourly and fixed planning fee options, and significant real estate brokerage activity by its leadership is an uncommon combination for a newly established advisory firm.
To learn more about the advisors currently working at The Geauxmez Group Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Gesimar, LA
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