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:
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.
*Fees are only for assets below $500,000. For household investments in advisory accounts under $500,000 discounts may appy.
More information on Investment Advisory Services
