George Pate
George Pate is a CFP-designated registered investment advisor at The Journeys Group, INC., based in Winterville, NC, with 6 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 174 clients with $63M 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 $500K | 1.00% |
| $500K - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
The above fee schedule is for accounts with assets exceeding $100,000 and has a financial planning agreement. Fees are negotiable.
Fee Estimator
Location
222 Emily Dr, Winterville, NC, 28590
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 →Other Business ActivitiesSells Insurance
George is a licensed insurance agent selling life insurance and annuities since 2018. This activity takes a few hours per week and accounts for 25% of his yearly compensation.
Employment History
Current Registrations
The Journeys Group, 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.