GP
GP

George Pry

16 Years of Experience
BrokerSells Insurance

George Pry is a registered investment advisor at Horace Mann Investors, INC., based in Dubois, PA, with 16 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
69 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)

Horace Mann Investors offers investment management services through model portfolios managed by third-party firms. The annual fee is a percentage of your portfolio, and the specific rate depends on the model portfolio you choose and the amount you invest. Here are some examples:

  • BNY AdvisorFlex Portfolios:

    • First $500,000: 1.60%
    • $500,001 - $1,000,001: 1.40%
    • Over $1,000,001: 1.20%
  • BNY/American Funds Core Portfolios:

    • First $250,000: 1.30%
    • $250,001 - $500,000: 1.20%
    • $500,001 - $1,000,000: 1.00%
    • $1,000,001 - $5,000,000: 0.95%
    • Over $5,000,000: 0.90%
  • BNY Managed360 Third-Party Strategists Program:

    • First $250,000: 1.60%
    • $250,001 - $500,000: 1.40%
    • $500,001 - $1,000,000: 1.20%
    • $1,000,001 - $5,000,000: 1.15%
    • Over $5,000,000: 1.10%
  • BNY Wealth Start Portfolios:

    • First $250,000: 1.30%
    • $250,001 - $500,000: 1.20%
    • $500,001 - $1,000,000: 1.00%
    • $1,000,001 - $5,000,000: 0.95%
    • Over $5,000,000: 0.90%
  • BNY Asset Allocation Portfolios:

    • First $250,000: 1.60%
    • $250,001 - $500,000: 1.40%
    • $500,001 - $1,000,000: 1.30%
    • $1,000,001 - $5,000,000: 1.20%
    • Over $5,000,000: 1.00%
  • Envestnet Fund Strategist Programs: These portfolios are closed to new investors.

Fees are billed quarterly in advance. Some portfolios may have termination fees if you close the account within the first year.

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Location

200 Dubois Street, Dubois, PA, 15801

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

George is a multiline insurance agent affiliated with Horace Mann Service Corp., offering various insurance products. He also serves as President of Honor Flight Pittsburgh and owns rental property, dedicating about 10-20% of his time and minimal time, respectively, to these roles.

Employment History
Current Registrations
Horace Mann Investors, INC.
September 2015 - Present · 10 yrs 7 mos
Horace Mann Investors, INC.Broker
October 2009 - Present · 16 yrs 6 mos
State Registrations5 states
FLMDNCOHPA
AdvisorBrokerBoth

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
No exam information available for this advisor.