George Lingelbach
George Lingelbach is a registered investment advisor at Huntleigh Advisors, INC., based in Fairview Heights, IL, with 28 years of industry experience. George is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,838 clients with $780M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
Fees are negotiable based on criteria such as historical relationships, asset types, and account composition.
Fee Estimator
Location
303 Fountains Parkway, Suite 300, Fairview Heights, IL, 62208
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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 →Employment History
Current Registrations
Huntleigh Advisors, INC.
Huntleigh Securities CorporationBroker
Previous Registrations
Travelers Equities Sales, INC.Broker
State Registrations8 states
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.
Exams
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