George Tharakan
George Tharakan is a CFA-designated registered investment advisor at Alamar Capital Management, LLC, based in Santa Barbara, CA, with 18 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, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 108 clients with $250M 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 | 1.00% |
Maximum fee. Actual fee is negotiable and outlined in the advisory agreement.
Fee Estimator
Location
200 E Carrillo, Suite 304, Santa Barbara, CA, 93101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Alamar Capital Management, LLC
Previous Registrations
Santa Barbara Asset Management, LLC
State Registrations2 states
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