George J. Appel offers financial planning and investment advice on a fee-only basis. Services include cash flow analysis, debt management, tax planning, insurance analysis, and retirement planning. Appel provides investment-related services, including reviews and recommendations for retirement and brokerage accounts. He also assists small businesses with retirement plans. Advice can be provided through ongoing financial planning engagements, investment planning agreements, or hourly retainers.
Fee Structure
George J. Appel provides investment services for a fee based on the value of assets invested with the advisor, the complexity of the client's accounts, the types and number of securities, the number of accounts, and the frequency of reports. The fees are billed periodically to the investment account. The following fee ranges apply:
- Less than $50,000: $350 to $1,500 annually
- Less than $100,000: $500 to $2,000 annually
- Greater than $100,000: $600 to $2,500 annually
- Greater than $250,000: $800 to $4,000 annually
- Greater than $500,000: $1,000 to $6,000 annually
- Greater than $1,000,000: $1,500 to $8,000 annually
- Greater than $1,500,000: $2,000 to $10,000 annually
- Greater than $2,500,000: $2,500 to $15,000 annually