Mark George
Mark George is a registered investment advisor at Heritage Asset Managers, INC., based in North Little Rock, AR, with 31 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 32 clients with $83M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiated between the client and Heritage Asset Managers, with a maximum annual rate of 2.5%.
Fee Estimator
Location
1920 N. Main St., North Little Rock, AR, 72114
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
Heritage Asset Managers, INC.
Previous Registrations
Citigroup Global Markets INC.
State Registrations3 states
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
More Advisors
- John Strange, CFPLPL Financial LLC
- Christopher Glancy, CFALukas Total Wealth
- Robert Jackson, CFPEdward Jones
- Clifford Veach, PFSVeach Family Financial
- Joel Rice, CFP, ChFCEdward Jones
- Justin Travis, CFPSowell Management