Fees are based on a percentage of assets under management, hourly charges, fixed fees, and commissions. All fees are fully disclosed and negotiable. The firm also offers fee-based financial planning services on an hourly or flat fee basis. Clients have the right to rescind the financial planning agreement without penalty within five business days of entering into such a contract. The firm does not dictate a minimum or maximum fee – all fees are reviewed by the compliance staff to confirm the legitimacy of the fees agreed upon.
5793 Widewaters Parkway, Dewitt, NY, 13214
Get directionsGeorge is a solicitor for Hazard & Siegel Advisory Services LLC, referring client accounts to money managers, spending about 10-20% of his time. He also sells fixed annuities and life insurance, dedicating about a quarter of his time, and works with Kurt Finkbeiner Retirement Strategies LLC selling fixed annuities, insurance, and disability products, also dedicating about a quarter of his time.