Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees may be negotiable based on individual client circumstances. Managed accounts may be subject to an account maintenance fee of $15.00 per quarter for accounts valued lower than $75,000 depending upon the custodian.
Fee Estimator
Financial planning fees are based on an hourly rate (up to $500/hour) or a fixed fee. Annual planning retainer fees are based on 2/10 of 1% of the client's estate or business's gross value, with a $250 minimum annual fee. A one-time set-up fee ($250-$50,000) may be required. Investment management fees are based on a percentage of assets under management. Managed accounts may be subject to a $15/quarter account maintenance fee for accounts valued lower than $75,000. SFC requires a minimum of $250,000 to open and maintain an advisory account, but this may be waived.
Areas of Practice
Advisor Information
Office location
10105 Montwood, Suite B1, El Paso, TX, 79925
Get directionsRegulatory History (2)
Customer Dispute
June 2024Customer Dispute
March 2013Other Business Activities
George operates G2 Wealth Management Partners, LLC as a DBA for his LPL business since 2017, dedicating full-time hours. He also provides investment advisory services through Strategic Financial Concepts, LLC, an independent investment advisor firm, since 2020, also dedicating full-time hours.