Michael George is a registered investment advisor at George Financial Services, based in Canton, OH, with 4 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 135 clients with $16M 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Fees are negotiable.
Fee Estimator
Location
920 Walnut Ave. Ne, Canton, OH, 44704
Get directionsHistory
Regulatory History (1)
Financial
October 2024Other Business Activities
Michael provides DJ services on a contractor basis through Headtrauma Entertainment, dedicating about full-time hours to it. He also owns Growing for Good LTD, a plant sales business, since 2016.
Employment History
Current Registrations
George Financial Services
Previous Registrations
Parkland Securities, LLCBroker
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.