Georg Wells is a CFA, CFP-designated registered investment advisor at Growe Capital Advisors, LLC, based in New Canaan, CT, with 6 years of industry experience. Georg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.80% |
| $25M+ | 0.80% |
Fees negotiable above $25,000,000.
Fee Estimator
Location
125 Elm Street, New Canaan, CT, 06840
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 →Employment History
Current Registrations
Growe Capital Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Pks Advisory Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.