Firm
Geddi Capital
Ann Arbor, Michigan
Fee-only
Geddi Capital at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 2 employees and 53 individual clients.
- Its average account is about $41,000 (assets it manages divided by its 76 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Ann Arbor, Michigan |
|---|---|
| Website | geddicapital.com |
| Phone | (936) 444-5557 |
Geddi Capital fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | None |
| How it charges | Percentage of assets |
In the firm's words
"The 1% fee of assets under management incentivizes us to protect and grow your money." source
"We make this accessible to you by having no asset minimums" source
"our management fee is 1% and our clients receive financial planning at no additional cost." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $3 million |
| Individual clients | 53 |
| Accounts managed | 76 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | July 7, 2026 |
| SEC record | CRD 313214 |