GD
GD

George Charles Drawbaugh

27 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningReal Estate InvestingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
630 clients
Average Client Portfolio
$270K average
Assets Under Management
$170.0M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.00%
$250K - $500K2.00%
$500K - $1.0M2.00%
$1.0M - $2.5M2.00%
$2.5M - $5.0M2.00%
$5.0M - $10.0M1.50%
$10M+1.00%

Fees may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

106 Main Street, Suite D, Matawan, NJ, 07747

Get directions

History

Regulatory History
Clean regulatory record

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 owns Drawbaugh Financial LLC, where he markets, sells, and services employee benefits, group and individual life, health, dental, disability, LTC insurance, and annuities, spending about half his time there. He also works as a college planner and provides a web-based platform for legal documents, dedicating minimal time to these activities, and markets supplemental insurance benefits and financial services to federal employees.

Employment History
Current Registrations
Grantvest Financial Group LLC
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Lifemark Securities CORP.Broker
October 2018 - April 2023 · 4 yrs 6 mos
Foresters Equity Services, INC.Broker
January 2017 - October 2018 · 1 yr 9 mos
Securities America, INC.Broker
February 2011 - December 2016 · 5 yrs 10 mos
Summit Equities, INC.Broker
February 1998 - February 2011 · 13 yrs
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.