George Mccall
George Mccall is a CFP-designated registered investment advisor at Investment Advisory Group LLC, based in Sarasota, FL, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,542 clients with $1.2B 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 | 1.00% |
| $1M+ | 1.00% |
For amounts over $1 million, the fee ranges from 1% to 0.75% per year, depending on the complexity and services provided. Individual Fixed Income Portfolios: 0.50% per year. Fees are negotiable.
Fee Estimator
Location
1343 Main Street, Suite 705-787, Sarasota, FL, 34236
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 registered investment advisor with Investment Advisory Group LLC and a registered representative with Cetera Advisors LLC since 2013, spending most of his time as an investment advisor representative. He also serves on condo boards, owns rental property, and is president of a neighborhood association, dedicating minimal time to each.
Employment History
Current Registrations
Investment Advisory Group LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Previous Registrations
Cetera Advisors LLC
Ids Financial Services INC.Broker
American Express Financial Advisors INC.Broker
State Registrations10 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.