Melissa George
Melissa George is a registered investment advisor at Investher Fiduciary Solutions, LLC, based in Atlanta, GA, with 20 years of industry experience. Their practice areas include Business Owners, Estate Planning, High Net Worth, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fee Estimator
Location
Atlanta, GA
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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
Melissa was Board Chair for House Proud Non-Profit (2020-2021), Treasurer for Center Park Neighborhood Association (2019-2021), and is a Board Member for Girls Inc. Atlanta. These activities require minimal time.
Employment History
Current Registrations
Investher Fiduciary Solutions, LLC
Previous Registrations
Melissa L. George & Associates, LLC
Melissa L. George & Associates, LLC
Questar Asset Management, INC.
Questar Asset Management, INC.
Mga Financial Group, LLC
Esi Financial Advisors
Metlife Securities INC.
Veravest Investment Advisors, INC.
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.