George Stadler is a CFA-designated registered investment advisor at Hms Investment Advisors, based in Nashville, TN, with 16 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 162 clients with $280M 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% |
| $10.0M - $20.0M | 1.25% |
| $20M+ | 1.00% |
Fees are negotiable. There are separate fee schedules for equity/balanced accounts and fixed income only accounts. Fixed income only accounts: - **$0 to $5,000,000:** 1.50% per year - **$5,000,001 to $10,000,000:** 1.00% per year - **$10,000,001 to $20,000,000:** 0.75% per year - **Over $20,000,001:** 0.50% per year
Fee Estimator
Location
5130 Ashland City Hwy, Nashville, TN, 37218
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Hms Investment Advisors
State Registrations1 state
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