George Leisure is a registered investment advisor at Bsg Advisers, based in Apex, NC, with 11 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 272 clients with $130M 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 $1.0M | 2.00% |
| $1M+ | 1.25% |
The minimum asset-based fee is 0.35% per annum or $50, whichever is greater.
Fee Estimator
Location
56 Hunter Street, Suite 230, Apex, NC, 27502
Get directionsHistory
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 involved in the sale of life, disability, long-term care, and related insurance products since August 2024. This activity requires a few hours per week during trading hours and minimal time outside of trading hours.
Employment History
Current Registrations
Bsg Advisers
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
MML Investors Services, LLCBroker
State Registrations4 states
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.