Andrew founded Geometric Wealth Advisors in 2015. He spent the prior eight years as a Partner with Classic Capital, where he served as a Wealth Advisor for high net worth families and individuals. He sold his stake in Classic to build a firm devoted entirely to serving his peers. Tom joined Geometric Wealth Advisors in 2018.
With prior experience in wealth management, investment banking, and management consulting, Tom recognized that many of his friends and colleagues did not have the time and/or expertise to manage their personal finances properly. He joined Geometric in an effort to fill that need. Tracy joined Geometric Wealth Advisors in 2021.
With prior experience in wealth management, investment banking, and management consulting, Tom recognized that many of his friends and colleagues did not have the time and/or expertise to manage their personal finances properly. He joined Geometric in an effort to fill that need. Tracy joined Geometric Wealth Advisors in 2021.
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).
Dimensional Funds Advisors (DFA) manages over $500 billion in assets for institutions and individuals, who can only access Dimensional's mutual funds by working with an independent wealth advisor approved by Dimensional. We choose to invest our clients' money - and our own - in Dimensional's mutual funds and ETFs because of its unique approach to low-cost, passive investing.
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