George Papadopoulos
George Papadopoulos is a CFP-designated registered investment advisor at George Papadopoulos, Cpa/pfs,cfp, based in Ann Arbor, MI, with 15 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 18 clients with $64M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Client accounts are aggregated before performing the fee calculation. The fee may be modified in certain situations as determined at the time of engagement.
Fee Estimator
Contact
George Papadopoulos
Location
Ann Arbor, MI
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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 is a licensed CPA, providing tax preparation services only to advisory clients. He also contributes original works to financial industry publications, dedicating minimal time, and manages an online blog unrelated to finance, dedicating about 10% of his time.
Employment History
Current Registrations
George Papadopoulos, Cpa/pfs,cfp
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
Additional Information
George received his Certified Public Accountant (CPA) license from the State of Michigan in 1993. He became a CERTIFIED FINANCIAL PLANNER™ practitioner in 1995, after meeting the rigorous education and experience requirements set forth by the CFP Board of Standards. In addition, George earned his Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants in 1996.