George Andrews is a registered investment advisor at Celadon Managed Wealth, based in Plymouth, MN, with 11 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, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 117 clients with $80M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable based on client type, complexity, account composition, potential for additional deposits, relationship with the investment advisor representative, and total assets under management.
Fee Estimator
Location
3370 Annapolis Lane Suite B, Plymouth, MN, 55447
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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 →Employment History
Current Registrations
Celadon Managed Wealth
Previous Registrations
Celadon Managed Wealth
Celadon Managed Wealth
State Registrations1 state
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