GO
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
31 advisors
Number of Clients
2,433 clients
Average Client Portfolio
$519K average
Assets Under Management
$1.3B
Fee Structure
Minimum Investment:$250K
Financial Plan Fee:$1,500 - $100,000
Hourly Rate:$150 - $500/hr
Investment management fees range from 0.65% to 1.85% annually, depending on the advisor, client type, and complexity. Fees are negotiable. Financial planning and consulting services are offered at $150-$500 per hour or a fixed fee of $1,500-$100,000, also negotiable. Retirement plan advisory fees range from 0.20% to 1.00% annually or a flat rate between $4,000 and $50,000.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
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Advisor Information
Office location
Ocean Ridge, FL
Get directionsRegulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
March 2010Final
Customer Dispute
August 2006Settled
Other Business ActivitiesSells Insurance
George is an independent insurance agent, dedicating about 10-20% of his time to this activity. He is also a manager at Sunny Coastal Properties, LLC, a real estate company, taking about a quarter to half of his time, and a co-owner of Inlet Group LLC, a real estate rental, development, and property management company, spending minimal time on it.
Employment History
Current Registrations
Bay Colony Advisors
June 2011 - Present · 14 yrs 7 mos
Previous Registrations
The Leaders Group, INC.Broker
October 2008 - December 2010 · 2 yrs 2 mos
Dc Evans and Company, LLCBroker
May 2008 - October 2008 · 5 mos
The Investment Center, INC.Broker
June 2000 - May 2008 · 7 yrs 11 mos
First Albany CorporationBroker
June 1996 - July 2000 · 4 yrs 1 mo
Tucker Anthony IncorporatedBroker
January 1994 - July 1996 · 2 yrs 6 mos
Smith Barney Shearson INC. Broker
January 1991 - February 1994 · 3 yrs 1 mo
Prudential-Bache Securities INC.Broker
September 1989 - January 1991 · 1 yr 4 mos
Thomson Mckinnon Securities INC.Broker
March 1989 - September 1989 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
February 1988 - March 1989 · 1 yr 1 mo
Dean Witter Reynolds INC.Broker
August 1986 - February 1988 · 1 yr 6 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.