George Wrightnour is a registered investment advisor at Ac Wealth Partners, based in Berwyn, PA, with 19 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. Their firm serves 176 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AC Wealth Partners is compensated by receiving a percentage of your portfolio or a minimum fixed fee. The expected range of asset-based fees is between 0.10% and 0.40% per year. Fees are negotiated in advance and specified in a written agreement. For financial planning services provided under the AC Private Wealth solution, you will not be charged any additional fees.
Location
1000 Chesterbrook Boulevard, Suite 102, Berwyn, PA, 19312
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Regulatory History (1)
Criminal
October 1998Other Business Activities
George is a co-trustee and executor for his parents' living trust and has power of attorney for them. This activity is investment-related and requires minimal time.
Employment History
Current Registrations
Ac Wealth Partners
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Northern Lights Distributors, LLCBroker
Swan Global Investments, LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Brinker Capital INC
Brinker Capital Securities, INC.Broker
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.