George Ade
George Ade is a registered investment advisor at Voya Financial Advisors, INC., based in Columbus, OH, with 14 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 7 more. Their firm serves 16,336 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $500K | 2.75% |
| $500K - $1.0M | 2.50% |
| $1.0M - $2.0M | 2.35% |
| $2.0M - $5.0M | 2.10% |
| $5.0M - $10.0M | 2.05% |
| $10M+ | 2.00% |
Schedule reflects the Unified Managed Account Program maximum total annual client fee. The Fidelity Program (closed to new clients) has separate tiers up to 1.00%. Third-party programs range from 0.75% to 2.50%.
Fee Estimator
Location
7965 North High Street, Suite 150, Columbus, OH, 43235
Get directionsHistory
Regulatory History (1)
Judgment / Lien
December 2010Other Business ActivitiesSells Insurance
George is an independent insurance agent selling fixed insurance products since 2015, dedicating a few hours per week. He also operates a sole proprietorship since 2022 to administer his self-employed benefits, spending minimal time on this.
Employment History
Current Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations13 states
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
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