George Williamson
George Williamson is a registered investment advisor at Williamson Advisory Services, INC., based in Marietta, GA, with 14 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, Retirement Planning. Their firm serves 74 clients with $110M 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 | 1.00% |
The exact fee and fee-paying arrangements are negotiable.
Fee Estimator
Location
630 Village Trace, Building 15, Suite B, Marietta, GA, 30067-1516
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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 a Certified Public Accountant and owner of George B. Williamson, CPA, LLC, a certified public accounting firm. This activity is not investment-related.
Employment History
Current Registrations
Williamson Advisory Services, INC.
State Registrations1 state
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