Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The maximum annual fee for asset management is 2.50%, billed quarterly in advance and negotiable. Financial planning services are provided on a fixed fee basis, ranging from $1,000 to $100,000, or an hourly fee of $250. Fees are negotiable. Clients may terminate their agreement with ten days written notice and receive a prorated refund.
Areas of Practice
Advisor Information
Office location
2211 Ashley Oaks Circle, Wesley Chapel, FL, 33544
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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
Brian is the principal of Brian S. George Insurance, selling fixed insurance products, dedicating about a quarter of his time. He is also a managing member/investment advisor representative at Charitable Planning Network, LLC, assisting non-profits with fundraising, also dedicating about a quarter of his time, and a registered representative and investment adviser representative at AAG Capital, Inc and Accurate Wealth Management, LLC, respectively, spending a few hours per week at each.