GK
GK

George Keener

1 Year of Experience
Winston Salem, NC

George Keener is a registered investment advisor at Salem Investment Counselors INC, based in Winston Salem, NC, with 1 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 1,325 clients with $3.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,325 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$3.8B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Discounts and premiums to the fee schedule may be negotiated with each client. Salem may also utilize a flat annual fee in lieu of the percentage of assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

480 Shepherd Street, Winston Salem, NC, 27103

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Salem Investment Counselors INC
January 2025 - Present · 1 yr 4 mos
State Registrations1 state
NC
Advisor

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
No exam information available for this advisor.
George Keener - Financial Advisor | TrueAdvisor