George Fisher
George Fisher is a registered investment advisor at Boynton Financial LLC, based in San Antonio, TX, 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 Investment Management, Retirement Planning. Their firm serves 27 clients with $5.6M 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 | 1.00% |
Fees may be waived or negotiated in certain circumstances.
Fee Estimator
Location
San Antonio, TX
Get directionsHistory
Regulatory History (4)
Customer Dispute
August 2011Customer Dispute
June 2011Employment Separation After Allegations
May 2009Customer Dispute
March 2009Other Business ActivitiesSells Insurance
George sells fixed annuities and life insurance through Allianz since 2003, spending minimal time on it. He also works as a broker for various carriers selling life, disability, long-term care, fixed annuity, and health insurance products since 2007, dedicating minimal time to this as well.
Employment History
Current Registrations
Boynton Financial LLC
Previous Registrations
Boynton Financial LLC
MML Investors Services, INC.
Linsco/private Ledger CORP.
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.