George Greer
George Greer is a registered investment advisor at Sheeley & Partners Wealth Management, LLC, based in Providence, RI, 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 Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 79 clients with $130M 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 $1.0M | 1.10% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable based on factors such as assets managed, portfolio composition, and scope of services. General financial planning is included.
Fee Estimator
Location
100 Westminster St., Suite 1202, Providence, RI, 02903
Get directionsHistory
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 serves on the board of the Rhode Island Free Clinic, dedicating minimal time to fundraising and serving on the finance committee. He is also an employee of Navigator Investments, providing financial services, sales, and life insurance.
Employment History
Current Registrations
Sheeley & Partners Wealth Management, LLC
Previous Registrations
Arlen Capital, LLC
Wachovia Securities, LLC
A. G. Edwards & Sons, INC.
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.
Exams
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