Fritzner
Jean
Geometric Wealth Advisors, LLC
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About this Advisor
Fritzner Jean is a financial advisor based in Charlotte, North Carolina, working with Geometric Wealth Advisors, LLC. Fritzner has previously held positions at Geometric Wealth Advisors, Vanguard, and Earlham College. Fritzner is registered to provide services in Texas. Currently, Fritzner is part of Geometric Wealth Advisors, LLC, which operates out of Charlotte, North Carolina. The firm has 5 offices and 23 employees. The firm manages assets totaling $764.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Geometric Wealth Advisors, LLC includes asset-based fees.
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Geometric Wealth Advisors, LLC Brokerage Details
$764,110,000
23
1,574
$485,457
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Fritzner Jean Work History
Geometric Wealth Advisors
Vanguard
Earlham College
Disclosures
Please visit the SEC profile of Fritzner Jean to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Geometric Wealth Advisors, LLC
Denver, CO
Minneapolis, MN
Vienna, VA
Charlotte, NC
New York, NY
Washington, DC
Arlington Heights, IL
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