George Quinn is a CFP-designated registered investment advisor at Aj Advisors, based in Nashville, 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 Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 389 clients with $300M 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 | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
These fees apply to the Strategic Asset Management strategy. Traditional Asset Management fees are: 1.00% on the first $250,000, 0.75% on the next $750,000, and 0.50% above $1,000,000. 529 Plan Asset Management and Individual Fixed Income Products have a flat fee of 0.50% on the total balance. Fees are negotiable.
Fee Estimator
Location
Nashville, TN
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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
George sells life and health insurance on a part-time, commission-based basis. This activity is not securities-related.
Employment History
Current Registrations
Aj Advisors
Previous Registrations
Kay Quinn Financial, LLC
Morgan Stanley Smith Barney LLC
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.