| Assets Under Management | 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% |
Investment advisory fee is negotiable.
100 Westminster St., Suite 1202, Providence, RI, 02903
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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 →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.