George Simon
George Simon is a registered investment advisor at European Family Office Institute LLC., based in Boca Raton, FL, with 36 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Asset-based account management fees range from 1.00% - 1.25% and are negotiable. Portfolio management for individuals and/or small businesses, pooled investment vehicles (other than investment companies), businesses (other than small businesses) or institutional clients (other than registered investment companies and other pooled investment vehicles) are all 1.00-1.25 %
Fee Estimator
Location
2299 NW 4th Ave, Boca Raton, FL, 33431
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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 →Other Business Activities
George operates as an independent lawyer, advising individuals and corporations on legal issues and filing paperwork. This activity requires a few hours per week.
Employment History
Current Registrations
European Family Office Institute LLC.
European Family Office Institute LLC.Broker
European Family Office Institute LLC.
Previous Registrations
Celadon Financial Group LLCBroker
Tws Financial, LLC.Broker
Synergy Investment Group, LLCBroker
AkjBroker
American & Overseas Brokers LcBroker
Marquette De Bary CO., INC.Broker
Linsco/private Ledger CORP.Broker
G. R. Phelps & CO., INC.Broker
Moors & Cabot, INC.Broker
Investacorp, INC.Broker
Prudential-Bache Securities INC.Broker
Dean Witter Reynolds INC.Broker
First Jersey Securities, INC.Broker
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.