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Fees

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Home / Why GEBA / Fees

GEBA Wealth Management Fee Structure

GEBA has a long-held reputation as a member-owned organization that acts in its clients’ best interests – offering unbiased recommendations, quality products, and competitive pricing.

GEBA Wealth Management’s services follow the same client-focused approach. We take client fees seriously and always offer quality and value for our services.

Complimentary Financial Planning Services for GEBA and GEBA Wealth Management Clients

GEBA Wealth Management provides periodic Financial Planning services for GEBA or GEBA Wealth Management clients at no cost, as explained in this table:

Compliementary Financial Planning Services

Managed Portfolio Services for GEBA Wealth Management Clients

For both GEBA Wealth Management Advisor-Directed Portfolios and Morningstar® Managed Portfolios,SM  compensation is based on the client’s Assets Under Management (AUM), as shown in the table below.

managed portfolio compensation12-17

*Fees are only for assets below $500,000. For household investments in advisory accounts under $500,000 discounts may appy. 


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Why GEBA

  • Our Investment Philosophy
  • Our Financial Planning Process
  • Meet the Team
  • Fees

Services

  • Financial Planning
  • Investing
  • Investment Advisory Services
  • Getting Started

Risk Management

  • Long Term Care Options
  • Life Insurance
  • Other Insurance

Forms

  • Investment Forms
  • Social Security Forms

Resource Center

  • Calculators
  • Contact Us
  • Videos
  • GEBA Podcasts

P.O. Box 206 Annapolis Junction, MD 20701-0206 Tel: (301) 688-7912 or (800) 826-1126 Copyright © 2017 GEBA. Privacy Policy

Securities are offered through Cape Securities, Inc. Member FINRA, SIPC  Investment Advisory Services are offered through Cape Investment Advisors, Inc. 1600 Pennsylvania Avenue, McDonough, GA 30253 Tel: (678) 583-1120 GEBA Financial Advisors are Registered Representatives of Cape Securities, Inc.

For information about our Financial Advisors, please visit Broker Check.