George Munoz is a CFP-designated registered investment advisor at Munoz Group, based in Arlington, VA, with 21 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Muñoz Group offers investment advisory services at an hourly rate of $595/hour. Alternatively, they may agree to a fixed monthly fee based on the size of your investment portfolio:
- Portfolio less than $1 million: $1,000 per month
- Portfolio between $1 million and $5 million: $2,000 per month
- Portfolio between $5 million and $10 million: $3,000 per month
- Portfolio over $10 million: Hourly rate is the only option.
Muñoz Group does not work on a success fee basis for investment advisory services.
Location
2111 Wilson Blvd., Suite 850, Arlington, VA, 22201
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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.
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George is a board member for Altria Group, Anixter International, Marriott International, and National Geographic Society, dedicating minimal time to each. He is also a partner at Tobin, Petkus & Munoz, providing legal services for about 10-20% of his time, and the owner of Munoz Financial Group.
Employment History
Current Registrations
Munoz Group
Previous Registrations
H.D. Vest Advisory Services, INC
Munoz Investment Banking Group
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.