Genevieve George
Genevieve George is a CFP-designated registered investment advisor at Pelican Financial Planning and Wealth, PLLC, based in Jupiter, FL, with 10 years of industry experience. Genevieve operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 23 clients with $26M 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 $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.55% |
Fees over $10,000,000 are negotiable.
Fee Estimator
Location
110 Front Street, Suite 300, Jupiter, FL, 33477
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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 →Other Business Activities
Genevieve is involved in several outside business activities, including treasurer for Impact100 Martin, Inc., board member for Wild Dolphin Project, and finance committee member for Martin County Healthy Start Coalition. She also manages hand-painted items through Uniquity by GG, assists with her husband's business, is part owner of Mike Douglas Entertainments, LLC, and manages Pelican Accounting and Tax, PLLC (about 10-20% of her time) and Pelican Education, LLC (minimal time).
Employment History
Current Registrations
Pelican Financial Planning and Wealth, PLLC
Previous Registrations
Hamilton Capital
Ballentine Partners
Hbks Wealth Advisors
Purshe Kaplan Sterling InvestmentsBroker
State Registrations2 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.