George Mcwhorter
George Mcwhorter is a registered investment advisor at Mcwhorter Capital Investments, based in College Station, TX, with 17 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 76 clients with $39M 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+ | 0.60% |
Fees for accounts with assets in excess of $1,000,000 may be negotiable under certain conditions.
Fee Estimator
Location
College Station, TX
Get directionsHistory
Regulatory History (2)
Regulatory
July 1997Employment Separation After Allegations
May 1996Other Business Activities
George is a Senior Director at The Borlaug Institute for International Agriculture, part of the Texas A&M University System, since 1996, where he manages training grants and develops training programs. This takes about half of his time.
Employment History
Current Registrations
Mcwhorter Capital Investments
Previous Registrations
Nalico Equity CorporationBroker
David Huckin and Associates INC.Broker
Advantage Capital CorporationBroker
Investment Management & Research, INCBroker
Keogler, Morgan & Company, INC.Broker
Advantage Capital CorporationBroker
First American National Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.