George Leamnson
George Leamnson is a registered investment advisor at Leamnson Capital Advisory, LLC, based in Leland, NC, with 27 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 12 clients with $15M 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% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.55% |
| $3.0M - $5.0M | 0.45% |
| $5M+ | 0.35% |
Fees are negotiable and may be higher or lower than this range, based on the nature of the account. Factors affecting fee percentages include the size of the account, complexity of asset structures, and other factors. Leamnson may provide financial planning as part of the investment management fees.
Fee Estimator
Location
Leland, NC
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2008Customer Dispute
June 2006Other Business Activities
George is a partner at themoneymix.com, an online blog, since 2019. He maintains and co-writes all content for educational and informational purposes.
Employment History
Current Registrations
Leamnson Capital Advisory, LLC
Previous Registrations
RBC Capital Markets, LLC
Wachovia Securities, LLC
Chevy Chase Financial Services
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.