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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 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 charges fees for investment services depending on the level of service chosen, such as basic reporting or bundled ongoing services. The annual fees vary based on the total value of your portfolio:
- Under $50,000 — $350 for basic services or $1,500 for bundled services
- $50,000 to $100,000 — $500 for basic services or $2,000 for bundled services
- $100,000 to $250,000 — $600 for basic services or $2,500 for bundled services
- $250,000 to $500,000 — $800 for basic services or $4,000 for bundled services
- $500,000 to $1,000,000 — $1,000 for basic services or $6,000 for bundled services
- $1,000,000 to $1,500,000 — $1,500 for basic services or $8,000 for bundled services
- $1,500,000 to $2,500,000 — $2,000 for basic services or $10,000 for bundled services
- Over $2,500,000 — $2,500 for basic services or $15,000 for bundled services
These fees do not cover third-party costs like brokerage trading commissions or internal fund management expenses.
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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