George Balocik
George Balocik is a registered investment advisor at Capital Analysts, based in Fort Washington, PA, with 44 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
601 Office Center Drive, Suite 300, Fort Washington, PA, 19034
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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 works as a broker/agent selling and servicing fixed annuities and insurance products since 2019. This activity takes a few hours per week.
Employment History
Current Registrations
Lincoln InvestmentBroker
Capital Analysts
Lincoln Investment
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Walnut Street Securities, INC.Broker
Sun Investment Services CompanyBroker
Buttonwood Securities Corporation of MassachusettsBroker
First Investors CorporationBroker
State Registrations9 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.