George Lex
George Lex is a ChFC-designated registered investment advisor at Quartz Partners Investment Management, based in Wayne, PA, with 29 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 704 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Quartz Partners offers investment management services with fees based on a percentage of the total value of your account. The fees are negotiable and may vary. All accounts have a minimum annual fee of $200, which could result in you paying an effective rate greater than the specified fee schedule. The typical investment management fees are:
Active Strategies
- $0 to $499,999.99: 0.75%
- $500,000 to $2,999,999.99: 0.60%
- $3,000,000 and above: 0.50%
Passive Strategies
- $0 to $499,999.99: 0.48%
- $500,000 to $2,999,999.99: 0.40%
- $3,000,000 and above: 0.35%
These fees do not include the Financial Professional’s advisory fee or the expense ratio of any underlying Fund or ETF.
Location
175 Strafford Ave, Suite1, Wayne, PA, 19087
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2020Employment History
Current Registrations
Quartz Partners Investment Management
Etico Partners, LLCBroker
Previous Registrations
Etico Wealth Management LLC
Dinosaur Financial Group, L.L.CBroker
Mcginn, Smith & CO., INC.
Mcginn, Smith & CO., INC.Broker
Mcginn, Smith Advisors LLC
MML Investors Services, INC.Broker
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.