George Rettig is a registered investment advisor at Alitus Financial Services, based in Land O Lakes, FL, with 3 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 7 clients with $4.8M 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 $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
The fee assessed is divided between AFS and the money manager, CPS. As AFS firm AUM increases, AFS will progressively earn more of the fee. Fees are subject to negotiation.
Fee Estimator
Location
Land O Lakes, FL
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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.
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George is a limited member of M&M 1901 Building LLC, spending minimal time on accounting and tax-related duties. He is also the director and sole owner of Alitus Consulting LLC, a CPA firm, dedicating a few hours per week, and a managing member of GMR Capital Management LLC, spending minimal time on investment advisory services.
Employment History
Current Registrations
Alitus Financial Services
Previous Registrations
Hohimer Wealth Management, LLC
State Registrations4 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.