Brian George
Brian George is a registered investment advisor at Accurate Wealth Management, LLC, based in Port Orchard, WA, with 18 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 7 more. Their firm serves 2,612 clients with $1.7B 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 | 2.50% |
The maximum annual management fee is 2.50% and is negotiable. Accounts may also be subject to performance-based fees of 20% for qualified clients.
Fee Estimator
Location
Port Orchard, WA
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is the principal of Brian S. George Insurance, selling fixed insurance products, dedicating about a quarter of his time. He is also a managing member/investment advisor representative at Charitable Planning Network, LLC, assisting non-profits with fundraising, also dedicating about a quarter of his time, and a registered representative and investment adviser representative at AAG Capital, Inc and Accurate Wealth Management, LLC, respectively, spending a few hours per week at each.
Employment History
Current Registrations
Accurate Wealth Management, LLC
Previous Registrations
Aag Capital, INCBroker
Planning Network Partners
World Equity Group, INC.
World Equity Group, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Edward Jones
Edward JonesBroker
State Registrations2 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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