George Phelps is a CFP-designated registered investment advisor at D.H. Hill Advisors, INC., based in Wayne, NE, with 51 years of industry experience. George is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Divorce Planning, and 8 more. Their firm serves 938 clients with $230M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Rates shown are for investment management only. Combined planning and investment management starts at 1.25% for the first tier. Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Location
120 W. 3rd St., Wayne, NE, 68787
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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 is a financial consultant and owner of a financial consulting business, dedicating about half of his time. He also spends about 10-20% of his time working with D.H. Hill Advisors, Inc.
Employment History
Current Registrations
D.H. Hill Advisors, INC.
D.H. Hill Securities, LllpBroker
D.H. Hill Securities, Lllp
Previous Registrations
Monticello Investment Services, INC.
Midamerica Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Ids Financial Services INC.Broker
State Registrations3 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.
Exams
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