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Rachel Geick

OPTIVISE ADVISORY SERVICES LLC·DALLAS, Texas
Unclaimed Profile
9111 CYPRESS WATERS BLVD, DALLAS, TX 75019CRD# 7092577Firm CRD# 301764
01

About

Rachel Geick is a registered financial advisor based in DALLAS, Texas, affiliated with OPTIVISE ADVISORY SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
OPTIVISE ADVISORY SERVICES LLC
OPTIVISE ADVISORY SERVICES LLC
AUM
$255M
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at OPTIVISE ADVISORY SERVICES LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Other: SHARE IN FEE PAID TO SUB-ADVISOR, BACK OFFICE CLERICAL AND ADMIN
Regulatory
SEC/IARD CRD# 7092577
Firm CRD# 301764
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rachel Geick offer?
Rachel Geick specializes in Financial Planning, Investment Management. Contact their office in DALLAS, Texas for a consultation.
What are Rachel Geick's credentials?
Rachel Geick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rachel Geick located?
Rachel Geick is based in DALLAS, Texas, working with OPTIVISE ADVISORY SERVICES LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Rachel Geick charge for services?
Rachel Geick's firm is compensated through percentage of aum, hourly charges, fixed fees, other: share in fee paid to sub-advisor, back office clerical and admin. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OPTIVISE ADVISORY SERVICES LLC?
OPTIVISE ADVISORY SERVICES LLC has approximately 23 employees and manages $255M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
City Guides
HOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
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