George Lauck
George Lauck is a CFP-designated registered investment advisor at Shepherd Financial Investment Advisory LLC, based in Fort Washington, PA, with 41 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,091 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Shepherd Financial provides investment management through a wrap fee program. The annual fee ranges from 0.50% to 1.20% of the value of your portfolio, depending on the complexity of the services, the amount of assets managed, and the overall relationship. Fees are paid monthly or quarterly. Fees may be negotiable.
Location
601 Office Center Drive, Suite 300, Fort Washington, PA, 19034
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
George is a Senior Wealth Advisor at Shepherd Financial, LLC, focusing on retirement plan consulting and individual wealth management, dedicating nearly full-time hours to this role. He also works as an insurance agent for Shepherd Financial, LLC, and as an IAR for Shepherd Financial Investment Advisory, LLC, spending a few hours per week on each.
Employment History
Current Registrations
Shepherd Financial Investment Advisory LLC
Lincoln InvestmentBroker
Lincoln Investment
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Charter Advisory Corporation
Mutual Service CorporationBroker
Titan/value Equities Group, INC.Broker
Carillon Investments, INC.Broker
Kaufman Investments CorporationBroker
Abacus Equity Services, INC.Broker
Cardell & Associates, IncorporatedBroker
Penn Mutual Equity Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.