George Ellis is a registered investment advisor at Abundance Advisors, INC., based in Hamel, IL, with 21 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment 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 $1000K | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 0.75% |
Fees are negotiable. A flat fee schedule may also be available.
Fee Estimator
Location
Hamel, IL
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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 ActivitiesSells Insurance
George is the owner of GN Ellis Agency since 1984, selling and servicing life and health insurance products. This takes about a quarter of his time, with about 24 hours per month occurring during securities trading hours for protection planning.
Employment History
Current Registrations
Abundance Advisors, INC.
Previous Registrations
Park Avenue Securities LLC
Abundance Advisors, INC.
Lenox Capital Management, INC.
VALIC Financial Advisors, INC.
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.