George Terlizzi
George Terlizzi is a registered investment advisor at Arkadios Wealth Advisors, based in Charlotte, NC, with 13 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12,091 clients with $3.9B 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Existing clients may have different fee schedules based on agreements prior to March 2021. Clients at NFS will be charged a minimum fee of $10.42 monthly. Fees may be negotiable.
Fee Estimator
Location
6101 Carnegie Blvd, Suite 350, Charlotte, NC, 28209
Get directionsHistory
Regulatory History (7)
Customer Dispute
January 2025Customer Dispute
February 2022Customer Dispute
February 2021Customer Dispute
November 2020Customer Dispute
September 2020Customer Dispute
September 2020Customer Dispute
February 2020Other Business ActivitiesSells Insurance
George is the CEO of Southpark Capital, a financial advisory firm and DBA of George Terlizzi Inc, where he receives annuity commissions and leads the office. He also owns George Terlizzi Inc, an independent financial advisory firm and insurance brokerage, and dedicates about half his time to these activities.
Employment History
Current Registrations
Arkadios Wealth Advisors
Previous Registrations
Arkadios CapitalBroker
Kalos Management
Kalos Capital, INC.Broker
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.