George Mccuen
George Mccuen is a CFP-designated registered investment advisor at The Mather Group, LLC, based in Napa, CA, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,773 clients with $13B 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 $2.0M | 1.15% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees and minimums are subject to negotiation.
Fee Estimator
Location
1836 Second St, Napa, CA, 94559
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2006Other Business ActivitiesSells Insurance
George is an independent licensed insurance agent, though all insurance business is conducted through Napa Wealth Management, Inc. He also owns Bulldog Vineyards, LLC, where he spends a few hours per week collaborating with the vineyard manager and winemaker, and hosting wine tastings.
Employment History
Current Registrations
The Mather Group, LLC
Previous Registrations
Napa Wealth Management
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.