George Foley is a registered investment advisor at Dillon Capital Management, based in Ambler, PA, with 16 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 59 clients with $84M 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 | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are negotiable within the disclosed range. Schedule shown is for Strategic Portfolio Series and Equity Portfolio Series. 401(k) Pension Advisory fees are: Up to $5 million: 0.50%, $5 million to $20 million: 0.40%, $20 million to $50 million: 0.30%
Fee Estimator
Location
809 N. Bethlehem Pike, Ste. F1, Ambler, PA, 19002
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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
Dillon Capital Management
Previous Registrations
Global Currents Investment Management, LLC
Glenmede Investment Management, LP
State Registrations2 states
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