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GE
CFP
GE
CFP

George Evdemon

Vanguard Advisers, INC.
30 Years of Experience
Charlotte, NC
1 DisclosureBroker
View SEC Summary
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George Evdemon is a CFP-designated registered investment advisor at Vanguard Advisers, INC., based in Charlotte, NC, with 30 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 791,528 clients with $340B in assets under management.

Vanguard Advisers, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2433 advisors
IM Fee
Planning only
Assets Under Management
$344.6B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
  • Retirement plan consultation and financial plan (New model) — $250 for the consultation and plan, unless a lower fee was agreed upon with your plan sponsor.
  • Retirement plan consultation and financial plan (Legacy model for accounts $50,000 to $500,000) — $250, unless you qualify for a fee waiver (waivers apply if you have over $500,000 in total Vanguard assets or are over age 55).
  • Retirement plan consultation and financial plan (Legacy model for accounts under $50,000) — $1,000, unless you qualify for a fee waiver.
One-Time Plan:$250 - $1,000
View Full SEC Brochure

Location

1030 Admiral Nelson Ct, Charlotte, NC, 28262

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History

Regulatory History (1)
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Financial
September 2022
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

George is an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. This activity is not investment-related.

Employment History
Current Registrations
Vanguard Advisers, INC.
October 2014 - Present · 12 yrs
Vanguard Marketing CorporationBroker
February 1998 - Present · 28 yrs 8 mos
Vanguard Marketing Corporation
February 1998 - Present · 28 yrs 8 mos
Previous Registrations
Vanguard Advisers INC
April 2002 - May 2007 · 5 yrs 1 mo
Slavic Investment CorporationBroker
April 1995 - March 1996 · 11 mos
First Union Brokerage Services, INC.Broker
May 1993 - February 1994 · 9 mos
State Registrations3 states
NCSCTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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