Walter George
Walter George is a registered investment advisor at Manna Wealth Strategies, LLC, based in Bossier City, LA, with 11 years of industry experience. Walter 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 50 clients with $12M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fee is negotiable based on the size of the account; you may aggregate accounts to achieve a lower fee.
Fee Estimator
Location
Bossier City, LA
Get directionsHistory
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 ActivitiesSells Insurance
Walter is the owner of Lake George Associates Inc (DBA: Manna Wealth Strategies) since 1997, acting as an investment advisor representative and selling insurance products, including life, annuities, and medical insurance. This takes nearly all of Walter's time.
Employment History
Current Registrations
Manna Wealth Strategies, LLC
Previous Registrations
Wingo Asset Management, LLC
Retirement Wealth Advisors, LLC
Ameritas Investment CORP
State Registrations2 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.