George Magas
George Magas is a registered investment advisor at Tucker Asset Management LLC, based in Georgetown, SC, with 2 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,960 clients with $600M 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 | 2.00% |
Annual fee is a percentage of assets under management not to exceed 2.00%. Fees are negotiable on a client-by-client basis. Accounts over $10,000 also pay an administrative and technology fee of up to $100 annually.
Fee Estimator
Location
Georgetown, SC
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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 ActivitiesSells Insurance
George is an independent insurance agent selling fixed insurance products, dedicating full-time hours to this activity. He also owns George S Magas CPA PC, providing tax services and representing clients before the IRS, also a full-time commitment.
Employment History
Current Registrations
Tucker Asset Management LLC
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.
Exams
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