George Financial Services (GFS) provides investment advice and financial planning to individuals and pension plans. GFS offers portfolio management based on individual client goals and risk tolerance, and may request authority to make trades without client permission. GFS also offers pension consulting services and financial planning covering investments, insurance, taxes, retirement, college, and debt. GFS uses a core-satellite investment strategy.
Assets Under Management$16M
Clients135
Advisors2
Avg. per Client$120K
Avg. per Advisor$8.1M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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