GT
CFA · CFP
GT
CFA · CFP

George Ronald Toulson

29 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
627 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$904.1M

Fee Structure

Minimum Investment:$100K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $1.0M1.25%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.75%
$10M+0.50%

Management Fee is negotiable according to a variety of factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

10055 Red Run Blvd, Suite 160, Owings Mills, MD, 21117

Get directions

History

Regulatory History
Clean regulatory record

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 minority and managing member of DB Game LLC & DB Game II, a social media gaming software company, since 2020. He spends a few hours per week managing communication, administration, and coordinating with outside professionals.

Employment History
Current Registrations
Glass Jacobson Wealth Advisors
October 2021 - Present · 4 yrs 4 mos
Previous Registrations
Wick Capital Partners, LLC
September 2019 - September 2021 · 2 yrs
Legg Mason Investor Services, LLCBroker
November 2016 - July 2019 · 2 yrs 8 mos
Clearbridge Investments, LLC
November 2016 - July 2019 · 2 yrs 8 mos
Vanguard Advisers INC
January 2013 - October 2016 · 3 yrs 9 mos
Vanguard Advisers INC
March 2000 - May 2008 · 8 yrs 2 mos
Vanguard Marketing CorporationBroker
February 2000 - October 2016 · 16 yrs 8 mos
Walnut Street Securities, INC.Broker
October 1997 - December 1999 · 2 yrs 2 mos
Pruco Securities CorporationBroker
May 1996 - September 1997 · 1 yr 4 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.