GB
CFP
GB
CFP

George Bingham

19 Years of Experience
Hillsborough, NC

George Bingham is a CFP-designated registered investment advisor at 3sisters Sustainable Management, INC, based in Hillsborough, NC, 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 Investment Management. Their firm serves 23 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
23 clients
Average Client Portfolio
$4.8M average
Assets Under Management
$110.8M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10M+0.25%

Total client fees will not exceed 3% of assets under management when a third-party investment adviser is used. Special advisory services may charge up to 2.00% of the assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Hillsborough, NC

Get directions

History

Regulatory History
Clean regulatory record

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 the board chairman of InfiniteWorkflow Corporation, a workflow technology provider focused on improving delivery of social services. He conducts board meetings and supports the business by introducing interested parties, dedicating minimal time to this non-investment related activity.

Employment History
Current Registrations
3sisters Sustainable Management, INC
January 2012 - Present · 14 yrs 4 mos
Previous Registrations
Benchmark Asset Managers, LLC
January 2007 - December 2011 · 4 yrs 11 mos
State Registrations1 state
NC
Advisor

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
No exam information available for this advisor.