George Clarke
George Clarke is a PFS-designated registered investment advisor at Great Valley Advisor Group, LLC, based in Braintree, MA, with 24 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 33,099 clients with $9.7B 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 $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1.0M - $3.0M | 2.00% |
| $3M+ | 2.00% |
Fees and account value tiers are subject to negotiation at the sole discretion of Great Valley Advisor Group.
Fee Estimator
Location
30 Braintree Hill Office Park, Suite 202, Braintree, MA, 02184
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 has several business activities, including providing investment advisory services through US Financial Advisors LLC, which takes nearly full-time. He also sells various insurance products through U.S. Insurance Brokers, LLC, dedicating about 10% of his time, and serves on the board of directors for Friends of Milton Crew, Inc. and Abington Bank.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
Previous Registrations
LPL Financial LLCBroker
U.S. Financial Advisors
Lincoln Financial Securities CorporationBroker
Lincoln Financial Securities CorporationBroker
U.S. Wealth Advisors, LLC.Broker
Moors & Cabot Financial Advisors, LLCBroker
Moors & Cabot, 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.