George Saltzman
George Saltzman is a registered investment advisor at Centaurus Financial, INC., based in Womelsdorf, PA, with 23 years of industry experience. George is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 45,336 clients with $9.7B 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 | 2.25% |
Maximum advisory fee is 2.25% for most programs (1.50% for annuity and variable life management, 1.35% for adviser-directed accounts). Fees are negotiable at the discretion of the representative.
Fee Estimator
Location
1 E. High Street, Womelsdorf, PA, 19567
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2007Criminal
November 1985Employment History
Current Registrations
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
Previous Registrations
Investment Advisors
Proequities, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
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.