George Elias

Org Partners

12 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementHigh Net WorthRetirement Planning

Org Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

19 advisors

Number of Clients

718 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$772.6M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

1078 Middlefield Trail, Brunswick, OH, 44212

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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.

Other Business ActivitiesSells Insurance

George owns Premier Tax Consulting & Global Tax Consulting, LLC, a tax consulting firm, dedicating full-time hours to it. He is also a licensed insurance agent with American Prosperity Planners LLC, allowing him to offer insurance products to his RIA clients, taking about a quarter of his time.