Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fee Estimator
Location
8071 Shaffer Parkway, Littleton, CO, 80127
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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 refers clients to a CPA for tax preparation and receives referrals in return, owns rental property, and is an insurance agent selling life, disability, LTC, and health insurance. He is also the President of Capital Resource Group, Inc., a financial planning firm that markets various insurance products, and spends nearly full-time on this activity.
Employment History
Current Registrations
Lexaurum Advisors
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Vsr Advisory Services
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Vsr Advisory Services
Capital Resource Group, INC.
The Masters, INC.
Vsr Financial Services, INC.Broker
Fahnestock & CO., INC.Broker
B.C. Christopher Securities CO.Broker
Consolidated Investment Services, INC.Broker
Phoenix Equity Planning CorporationBroker
State Registrations2 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.