George Antonak is a registered investment advisor at Thrift Financial, INC., based in Newtown, PA, with 33 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 57 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Thrift Financial charges a percentage of your portfolio or a fixed fee for investment management services. You can choose either fee schedule initially and switch each December. Fees are paid quarterly.
If you choose the percentage-based fee, the schedule is:
- $250,000 to $1,500,000: 0.50% per year
- $1,500,001 to $3,000,000: 0.40% per year
- $3,000,001 to $5,000,000: 0.30% per year
- Above $5,000,000: Negotiable
If your total assets managed by Thrift Financial are below $250,000, you may be exposed to a minimum $300 per quarter fee.
If you choose the fixed fee, the schedule is:
- Assets Under $500,000: $600 per quarter
- Assets $500,000 and Over but Under $1.5 million: $1800 per quarter
- Assets $1.5 Million and Over but Under $3 million: $3000 per quarter
- Assets $3 Million and Up to $5 million: $4000 per quarter
- Assets Above $5 million: Negotiable
Location
12 Penns Trail, Suite 104, Newtown, PA, 18940
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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
Thrift Financial, INC.
Previous Registrations
Legg Mason Investor Services, LLCBroker
Quasar Distributors, LLCBroker
Fam Distributors, INC.Broker
Kemper Distributors, INC.Broker
Kemper Financial Services, 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.