George Mallini is a registered investment advisor at Together Planning, based in Gainesville, FL, with 10 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 187 clients with $180M 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 | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20.0M - $50.0M | 0.45% |
| $50M+ | 0.35% |
Fees charged by Independent Managers to manage a portion of your assets are separate from and in addition to our fees described above. The Independent Manager fee ranges from 0.15% - 0.25% and is typically paid quarterly in arrears. Depending on individual client circumstances, our advisory fee is negotiable at the sole discretion of management. In some instances, a flat annual fee may be appropriate and will be considered instead of a percentage fee.
Fee Estimator
Location
2631 NW 41st Street, Suite E2, Gainesville, FL, 32606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Together Planning
State Registrations4 states
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