GK

George Paul Kurtz

13 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
5 advisors
Number of Clients
310 clients
Average Client Portfolio
$578K average
Assets Under Management
$179.3M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee

Oaktree Advisors' fees for asset management range from 0.25% to 1.25% per year, but are negotiable based on factors like account size and complexity. The fee schedule for stand-alone asset management is 1.25% on assets up to $300,000, and 1.00% on assets from $300,001 to $10,000,000. Fees for assets over $10,000,000 are negotiable. For trust services, the fee schedule is 1.5% on assets from $400,000 to $750,000, 1.4% on assets from $750,000 to $1,000,000, and 1.25% on assets from $1,000,000 to $5,000,000. Fees for trust assets over $5,000,000 are negotiable. Financial planning fees are included with asset management services.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Loading...

Advisor Information

Office location

6666 Passer Road, Suite 4, Coopersburg, PA, 18036

Get directions
Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Oaktree Advisors LLC
July 2024 - Present · 1 yr 6 mos
Previous Registrations
Mcdermott Investment Advisors, LLC
October 2012 - July 2024 · 11 yrs 9 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
George Paul Kurtz - Financial Advisor | AdvisorDiscover