George Cones
George Cones is a registered investment advisor at Third Sigma Investment Advisors LLC, based in Wilmington, DE, with 19 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 51 clients with $99M 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 | 1.25% |
Advisory fees range from 0.10% to 1.25% depending on portfolio size and complexity. Pension and profit-sharing plans range from 0.20% to 0.40%. Fees are negotiable.
Fee Estimator
Location
700 North Clayton Street, Wilmington, DE, 19805
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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 →Other Business Activities
George owns Techlogic, an IT consulting and hardware/software sales business, and spends minimal time on it. He also owns George Cones, Attorney, and is a sole member of an inactive LLC.
Employment History
Current Registrations
Third Sigma Investment Advisors LLC
Previous Registrations
Raymond James & Associates, INC.
Tessera Capital Partners, LLC
State Registrations3 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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