George Drawbaugh
George Drawbaugh is a registered investment advisor at Grantvest Financial Group LLC, based in Matawan, NJ, with 28 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 630 clients with $230M 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 $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.5M | 2.00% |
| $2.5M - $5.0M | 2.00% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
Fees are prorated and paid monthly in advance based on the average market value of the previous month. Actual fees may be negotiated.
Fee Estimator
Location
106 Main Street, Suite D, Matawan, NJ, 07747
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 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
Previous Registrations
Lifemark Securities CORP.Broker
Foresters Equity Services, INC.Broker
Securities America, INC.Broker
Summit Equities, 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.
Exams
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