George Shashaty
George Shashaty is a registered investment advisor at Primerica Advisors, based in Sunrise, FL, with 37 years of industry experience. George is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 67,816 clients with $16B 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 $250K | 1.74% |
| $250K - $500K | 1.71% |
| $500K - $1.0M | 1.52% |
| $1.0M - $3.0M | 1.38% |
| $3.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Total maximum wrap fee schedule combining the maximum advisory fee, program fee, and assuming a maximum asset manager fee of 0.50%. The advisory fee component is negotiable.
Fee Estimator
Location
13798 NW 4th St, Ste 305, Sunrise, FL, 33325
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2004Other Business Activities
George sells investment-related products for companies affiliated with PFS Investments Inc. He also receives compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. Additionally, George is the founder of Men of Armor Inc., CFO/Volunteer Trainer for T48 Football, Inc., and owner of Javco & Associates, Inc., dedicating full-time hours to the latter.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.Broker
State Registrations25 states
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.
Exams
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