George Appel is a CFP-designated registered investment advisor at George J. Appel, based in Harveys Lake, PA, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 50 clients with $41M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
George J. Appel provides investment services for a fee based on the value of assets invested with the advisor, the complexity of the client's accounts, the types and number of securities, the number of accounts, and the frequency of reports. The fees are billed periodically to the investment account. The following fee ranges apply:
- Less than $50,000: $350 to $1,500 annually
- Less than $100,000: $500 to $2,000 annually
- Greater than $100,000: $600 to $2,500 annually
- Greater than $250,000: $800 to $4,000 annually
- Greater than $500,000: $1,000 to $6,000 annually
- Greater than $1,000,000: $1,500 to $8,000 annually
- Greater than $1,500,000: $2,000 to $10,000 annually
- Greater than $2,500,000: $2,500 to $15,000 annually
Location
Harveys Lake, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
George J. Appel
State Registrations1 state
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