George Sparks
George Sparks is a PFS-designated registered investment advisor at Barnes Dennig Private Wealth Management, LLC, based in Cincinnati, OH, with 7 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, Retirement Planning. Their firm serves 166 clients with $100M 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 $1.0M | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.28% |
Fees are negotiable.
Fee Estimator
Location
150 East 4th Street, Third Floor, Cincinnati, OH, 45202
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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 has a 25% ownership stake in Littlest Angels' Learning Center, an adult daycare center, and a 29% ownership in Brookwood Properties, Inc., a real estate rental company. He spends minimal time on each of these activities.
Employment History
Current Registrations
Barnes Dennig Private Wealth Management, LLC
Previous Registrations
Biechele Royce Advisors, INC.
State Registrations7 states
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