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George Fossing

Delta Investment Management, LLC
15 Years of Experience
Greenville, SC
Sells Insurance
View SEC Summary
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George Fossing is a registered investment advisor at Delta Investment Management, LLC, based in Greenville, SC, 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 Alternative Investments, Investment Management, Retirement Planning. Their firm serves 1,099 clients with $860M in assets under management.

Delta Investment Management, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
26 advisors
Number of Clients
1,099 clients
Average Client Portfolio
$780K average
Assets Under Management
$856.7M

Fee Structure

Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.85%

Fees range from 1.00% to 1.85% based on the scope and complexity of services, account size, use of third-party strategies, and account history. Fees are negotiable in limited circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

113 Whitsett Street, Greenville, SC, 29601

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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 the owner of NorthStar Financial & Retirement Planning, LLC, where he focuses on retirement planning using insurance products and staff support. This takes nearly full-time, with 135 hours per month dedicated to the business.

Employment History
Current Registrations
Delta Investment Management, LLC
March 2019 - Present · 7 yrs 7 mos
Previous Registrations
Retirement Wealth Advisors, INC.
February 2017 - March 2019 · 2 yrs 1 mo
Brookstone Capital Management LLC
March 2012 - February 2017 · 4 yrs 11 mos
Redhawk Wealth Advisors, INC.
April 2011 - July 2016 · 5 yrs 3 mos
State Registrations2 states
NCSC
Advisor

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.
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