George Reis is a registered investment advisor at Gvr Investment Management, INC., based in Two Rivers, WI, with 26 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, Investment Management, Retirement Planning. Their firm serves 41 clients with $36M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Minimum annual fee of $1,800. All asset-based fees are negotiable and vary from client to client.
Fee Estimator
Location
1523 Washington Street, Two Rivers, WI, 54241
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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 the president of George V. Reis Accounting and Tax Practice.
Employment History
Current Registrations
Gvr Investment Management, INC.
Previous Registrations
George V. Reis Investment Group, INC.
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.