George Swatzell
George Swatzell is a registered investment advisor at Sagespring Wealth Partners, based in Franklin, TN, with 15 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, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 10,811 clients with $6.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SageSpring's investment management fees are based on a percentage of the assets they manage, with the maximum annual fee not exceeding 2.25%. These fees are negotiable and billed quarterly in advance. Adjustments are made for deposits and withdrawals exceeding $100,000 during the quarter. SageSpring can combine account values of family members to determine the applicable advisory fee.
Location
801 Crescent Centre Drive, Suite 600, Franklin, TN, 37067
Get directionsHistory
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
George is an insurance agent for life, long-term care, and disability insurance, dedicating a few hours per week. He is also an advisor and partner at SageSpring Wealth Partners and part of the Swatzell Wealth Team, spending nearly full-time hours on these activities.
Employment History
Current Registrations
Sagespring Wealth Partners
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations3 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.