George Kroustalis is a registered investment advisor at Captrust, based in Charlotte, NC, 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 Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B 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 | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
4201 Congress St. Ste 160, Charlotte, NC, 28209
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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 the author of "Secrets to Becoming a Financial Badass" and spends minimal time on this activity. He is also the managing member of Kroustalis Investments LLC, a holding company for rental properties, and spends minimal time on this as well.
Employment History
Current Registrations
Captrust
Capfinancial Securities, LLC.Broker
Previous Registrations
Captrust Financial Advisors or "captrust"
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
State Registrations8 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.