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, High Net Worth, Investment Management, Real Estate Investing, and 1 more. Their firm serves 386 clients with $280M 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 $300K | 1.25% |
| $300K - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for accounts over $10,000,000. Financial planning is included with asset management services.
Fee Estimator
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
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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