Georgia Maloy is a registered investment advisor at Paul R. Ried Financial Group, LLC, based in Bellevue, WA, with 5 years of industry experience. Georgia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,060 clients with $1.3B 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 $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $7.5M | 0.75% |
| $7.5M+ | 0.50% |
Fees are blended. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Location
10801 Main Street, Suite 201, Bellevue, WA, 98004-6366
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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 Activities
Georgia owns and manages Gayla Maureen LLC, a commercial fishing business, dedicating minimal time to reviewing Alaska crabbing quotas. She is also an associate financial advisor at Paul R. Ried Financial Group LLC, spending about a quarter of her time providing administrative financial services.
Employment History
Current Registrations
Paul R. Ried Financial Group, LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
Coldstream Securities, INC.Broker
Coldstream Wealth Management
State Registrations1 state
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