George Kurtz is a registered investment advisor at Oaktree Advisors LLC, based in Coopersburg, PA, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 310 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oaktree Advisors manages investments for a fee based on the value of your portfolio. Financial planning is included with investment management services. The annual fee is:
- Up to $300,000: 1.25%
- $300,001 to $10,000,000: 1.00%
- Over $10,000,000: Negotiable
For trust services, the annual fee is:
- $400,000 - $750,000: 1.5%
- $750,000-$1,000,000: 1.4%
- $1,000,000 - $5,000,000: 1.25%
- Over $5,000,000: Negotiable
Location
6666 Passer Road, Suite 4, Coopersburg, PA, 18036
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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 →Employment History
Current Registrations
Oaktree Advisors LLC
Previous Registrations
Mcdermott Investment Advisors, LLC
State Registrations1 state
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