Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees range from 0.10% to 1.25% annually, based on assets under management. Financial planning services are billed separately, either hourly ($250-$500/hour) or as an agreed-upon flat fee. Retirement plan advisory services are charged an annual asset-based fee of up to 1.00%, billed quarterly in arrears. Employees and family members of the Advisor may receive waived or reduced fees. The firm does not maintain a minimum fee or a minimum level of account assets.
Areas of Practice
Advisor Information
Office location
315 Post Road West, Westport, CT, 06880
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
George is involved in several business activities, including Trivium Point Advisory and Consulting, which are DBAs for his LPL business, and Trivium Point Insurance Group, LLC, where he works as an agent. He also dedicates a significant amount of time to Trivium Point Holdings LLC, Trivium Point Advisory LLC, and TWD, LLC, primarily for tax and investment purposes.