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George Steer
21 Years of Experience
Scottsdale, AZ
2 Disclosures
George Steer is a registered investment advisor at Sedona Asset Management Services, LLC, based in Scottsdale, AZ, with 21 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 7 clients with $5.5M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
7 clients
Average Client Portfolio
$789K average
Assets Under Management
$5.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Scottsdale, AZ
Get directionsHistory
Regulatory History (2)
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Customer Dispute
September 2002Settled
Customer Dispute
November 2001Settled
Employment History
Current Registrations
Sedona Asset Management Services, LLC
September 2004 - Present · 21 yrs 8 mos
State Registrations3 states
AZINSC
Advisor
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
No exam information available for this advisor.