George Hartzman
George Hartzman is a registered investment advisor at Intercarolina Financial Services, INC., based in Greensboro, NC, with 24 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 271 clients with $85M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable with a maximum of 1.50% annually. The firm also participates in wrap fee programs with separate fee structures.
Fee Estimator
Location
2506 Baytree Dr., Greensboro, NC, 27455
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2005Other Business Activities
George teaches part-time, providing CPA continuing education through Think Education. This activity requires a few hours per week.
Employment History
Current Registrations
Intercarolina Financial Services, INC.
Previous Registrations
Wells Fargo Advisors, LLC
Wachovia Securities, INC.
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.
Exams
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