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Josh Luke Hagar

Geowealth Management LLC

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About Josh Luke Hagar

Josh Hagar is a registered Investment Advisor Representative in Illinois. Josh has been with Geowealth Management LLC since April 2018. Josh specializes in providing investment advice to high-net-worth individuals, corporations, and charitable organizations. Josh holds a Series 65 license and has experience providing financial planning, educational seminars, and portfolio management services. Josh is also a part-time junior tennis coach at Glenview Tennis Club.

Firm Information

Josh Hagar is currently registered with Geowealth Management LLC. Geowealth Management LLC is an investment advisor based in Chicago, Illinois. They manage approximately $1 billion to $10 billion in assets and provide portfolio management services for individuals, businesses, and pooled investment vehicles. The firm also offers educational seminars and publishes periodicals. Geowealth Management specializes in serving high-net-worth individuals, corporations, and pension and profit-sharing plans.
Geowealth Management LLC

444 N. MICHIGAN AVENUE

CHICAGO, IL 60611

$12.33B

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Josh Hagar’s Registration & Firm History

IL

09/22/2018 - Present

Geowealth Management LLC (CHICAGO IL)

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Licenses & Designations

IA

Issued 09/22/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Josh Luke Hagar.
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