George Massey is a registered investment advisor at Ellisville Harbour Partners, based in Cambridge, MA, with 4 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 11 clients with $27M 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 $100K | 0.50% |
| $100K - $200K | 0.50% |
| $200K - $300K | 0.50% |
| $300K+ | 0.50% |
Fees for "Qualified Clients" include an asset-based fee of 0.50% annually, plus an annual performance-based fee of 20.0% of the gains in the Client’s account[s] subject to both a high-water mark calculation and a performance hurdle of 5.00%. Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
Cambridge, MA
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 Activities
George owns Far West Consulting, a business consultancy. He spends about a quarter of his time on this activity.
Employment History
Current Registrations
Ellisville Harbour Partners
State Registrations1 state
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.