George Yankoupe
George Yankoupe is a registered investment advisor at Gradient Wealth Management, based in Arden Hills, MN, with 21 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,268 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gradient Wealth Management offers non-discretionary asset management services, where they recommend securities but require your approval before any trades. The annual fee is a maximum of 2.00% of the assets they manage, but this fee is negotiable based on factors like the money manager selected, the advisor providing services, and the value of your account. The fee can be paid monthly or quarterly, either in advance or after the period. You can terminate the agreement with 30 days' notice and receive a refund for services not provided.
Location
4105 Lexington Avenue, Suite 380, Arden Hills, MN, 55126
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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 a Senior Case Design Specialist at Case Central, LLC, focusing on financial planning and dedicating full-time hours to this role. He also owns Fletcher House Financial as an insurance agent, focusing on fixed insurance sales and securities/advisory services, which takes minimal time.
Employment History
Current Registrations
Gradient Wealth Management
Gradient Securities, LLCBroker
Previous Registrations
Gradient Advisors, LLC
Allied Beacon Wealth Management, LLC
Allied Beacon Partners, INC.Broker
Workman Securities CorporationBroker
Workman Securities Corporation
Workman Securities Corporation
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
United Securities Alliance, INC.
United Securities Alliance, INC.Broker
Fsc Securities CorporationBroker
Wells Fargo Investments, LLCBroker
State Registrations2 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.