George Papadopoulos, CPA/PFS, CFP® is a registered investment advisor operating as a sole proprietorship in Novi, Michigan. The firm specializes in comprehensive wealth management, continuous portfolio oversight, and targeted financial consultations for individual and high-net-worth clients. Services include personalized investment planning using exchange-traded funds and mutual funds based on Modern Portfolio Theory, value-added financial planning consultations, and the preparation of annual federal and state personal income tax returns for individual clients. The firm functions on a fee-only basis, meaning no commissions are accepted for product sales, and operates with limited discretionary authority over client accounts held through Charles Schwab & Co.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Firm also offers a negotiated annual fixed fee option. Minimum annual fee is $10,000 ($2,500 quarterly).
