George Clement is a CFA-designated registered investment advisor at Gbc Investment Group, based in Sanford, FL, with 5 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 23 clients with $300M 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 | 1.00% |
Management fees range up to 1.00% depending on the type and complexity of the investment management strategy employed as well as the size of the account or overall client relationship. These fees may be negotiated.
Fee Estimator
Location
Sanford, FL
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Regulatory History (2)
Criminal
August 1995Criminal
June 1995Employment History
Current Registrations
Gbc Investment Group
State Registrations1 state
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