Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
17 advisors
Number of Clients
381 clients
Average Client Portfolio
$343K average
Assets Under Management
$130.8M

Fee Structure

Financial Planning:Investment management only

IFS is compensated for investment advisory services by either a percentage of assets under management or fixed fees. Fees are negotiable for both non-retirement accounts and retirement plan accounts. On an annualized basis, fixed fees for non-retirement plan accounts portfolio management services are not based on account AUM, but are negotiable with a maximum of 150 basis points (1.50%). Clients will also incur brokerage and other transaction costs.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

2506 Baytree Dr., Greensboro, NC, 27455

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Regulatory History (1)
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.
Customer Dispute
February 2005
Denied
Other Business Activities

George teaches part-time, providing CPA continuing education through Think Education. This activity requires a few hours per week.

Employment History
Current Registrations
Intercarolina Financial Services, INC.
November 2012 - Present · 13 yrs 2 mos
Previous Registrations
Wells Fargo Advisors, LLC
June 2002 - October 2012 · 10 yrs 4 mos
Wachovia Securities, INC.
January 2002 - June 2002 · 5 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.
George Harold Hartzman - Financial Advisor | AdvisorDiscover