George Townsend
George Townsend is a CFP-designated registered investment advisor at Consilium Wealth Advisory, LLC, based in Frisco, TX, with 12 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, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 120 clients with $470M 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 $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.75% |
Fees are negotiable and may be reduced for combined household accounts. Consilium Core strategy charges an additional 1.00% on top of the standard management fee.
Fee Estimator
Location
Frisco, TX
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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 is a sole proprietor and insurance agent since 2020. He dedicates minimal time to securities activities.
Employment History
Current Registrations
Consilium Wealth Advisory, LLC
Previous Registrations
Bok Financial Advisors
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.
Exams
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