George, Morgan & Sneed, P.C. directs clients to third-party investment advisors. They verify that the recommended advisors are properly licensed. GMS receives a portion of the advisory fee from the third-party advisors they recommend. The firm also operates as an accounting firm, which may present a conflict of interest.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
George, Morgan & Sneed, P.C. does not directly manage your investments. Instead, they recommend other investment advisors to you. GMS receives a portion of the advisory fee that Raymond James charges you, specifically 20%. This arrangement does not increase the management fee you pay.
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