George Adam is a registered investment advisor at GP Financial, based in Des Plaines, IL, with 3 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 38 clients with $8.7M 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 | 1.50% |
Fees are generally negotiable.
Fee Estimator
Location
2200 East Devon Avenue, Suite 266, Des Plaines, IL, 60018
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
GP Financial
State Registrations1 state
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