GP
GP

George Parmer

7 Years of Experience
Harrisburg, PA
Sells Insurance

George Parmer is a registered investment advisor at Enhancing Capital LLC, based in Harrisburg, PA, with 7 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 25 clients with $340M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
25 clients
Average Client Portfolio
$13.7M average
Assets Under Management
$342.0M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.90%
$500K - $1.0M0.80%
$1.0M - $5.0M0.65%
$5.0M - $10.0M0.55%
$10M+0.55%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5300 Derry Street, Harrisburg, PA, 17111

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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.

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Other Business ActivitiesSells Insurance

George holds leadership roles in Parmer Family Companies as part of a succession plan. He is also a Vice President and Director at Payco, Inc., RWC of Pennsylvania, Eastern Atlantic Insurance Company, and Integrity Underwriters, Inc., all involving senior-level management duties.

Employment History
Current Registrations
Enhancing Capital LLC
January 2019 - Present · 7 yrs 4 mos
State Registrations2 states
PATX
Advisor

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.

Exams
No exam information available for this advisor.