Kaleel George
Kaleel George is a registered investment advisor at George Financial Services, based in Canton, OH, with 31 years of industry experience. Kaleel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 135 clients with $16M 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Fees are negotiable.
Fee Estimator
Location
920 Walnut Ave. Ne, Canton, OH, 44704
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2013Other Business ActivitiesSells Insurance
Kaleel owns an insurance agency, Access Financial Group, and sells various insurance products. He also works as a sales manager for Ohio CU Financial Services, LLC, responsible for insurance sales and agent training, and dedicates about half of his time to this role. In total, Kaleel spends a significant amount of time on insurance-related activities.
Employment History
Current Registrations
George Financial Services
Previous Registrations
Parkland Securities, LLCBroker
Spc
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Genworth Financial Advisers Corporation
Genworth Financial Securities CorporationBroker
Allstate Financial Services, LLCBroker
Spc
Sammons Securities Company, LLCBroker
Questar Capital CorporationBroker
Usallianz Securities, INC.Broker
Mtl Equity Products, INC.Broker
Iac Securities, INC.Broker
Investacorp, INC.Broker
CUNA Brokerage 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.