Deborah George
Deborah George is a registered investment advisor at Beacon Financial Advisory LLC, based in Cleveland, OH, with 22 years of industry experience. Deborah is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,556 clients with $900M 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 | 1.61% |
| $1.0M - $2.0M | 1.31% |
| $2M+ | 1.31% |
Rates shown are for non-wrap portfolio management. Wrap fee portfolio management is also available with higher rates (1.80% for the first tier and 1.45% for the second tier). Fees are generally negotiable for accounts over $2,000,000.
Fee Estimator
Location
25825 Science Park Drive, Ste 110, Cleveland, OH, 44122
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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
Deborah is the President and co-founder of Jeremy Cares Inc., a non-profit organization, dedicating about 10-20% of her time. She also serves as Chief Compliance Officer and Chief Operating Officer at Beacon Financial Advisory and Chief Operations Officer at Beacon Financial Partners, dedicating nearly full-time hours to the latter.
Employment History
Current Registrations
Beacon Financial Advisory LLC
Capital Analysts
Lincoln InvestmentBroker
Lincoln Investment
Previous Registrations
Lincoln Investment Planning, INC
Capital Analysts Incorporated
Capital Analysts, IncorporatedBroker
Sanders Morris Harris INC.
Sanders Morris Harris INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
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.
Exams
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