George Wislar
George Wislar is a registered investment advisor at Princeton Global Asset Management LLC, based in Princeton, NJ, with 24 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 365 clients with $920M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable based on account size, securities held, and client restrictions, up to a maximum of 1.50%. Accounts falling below a certain threshold are subject to a minimum annual fee of $5,000.
Fee Estimator
Location
17 Hulfish Street, Suite 240, Princeton, NJ, 08542
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 1991Employment History
Current Registrations
Princeton Global Asset Management LLC
Previous Registrations
Acuity Wealth Management, LLC
Optimal Capital Advisors, LLC
Wislar Investment Management, LLC
Wislar Wealth Management, LLC
Usf Advisors, LLC
UBS Financial Services INC.
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.
Exams
More Advisors
- Francis Keene, CFPPrinceton Global Asset Management LLC
- Brett Shaver, CFAPrinceton Global Asset Management LLC
- Paul Gerard, CFAPrinceton Global Asset Management LLC
- Duane LovePrinceton Global Asset Management LLC
- Joel Heymsfeld, CFAPrinceton Global Asset Management LLC
- James Kilcommons, CFPPrinceton Global Asset Management LLC