GH
CFP
GH
CFP

George Hemsley

27 Years of Experience
Barrington, IL

George Hemsley is a CFP-designated registered investment advisor at Hemsley Advisors, LTD., based in Barrington, IL, with 27 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 316 clients with $540M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
316 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$541.0M

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$300
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50KIncluded
$50K+0.60%

Minimum fee of $300 per year for accounts less than $50,000, but may be waived. Clients subject to an earlier fee schedule are grandfathered in at their existing rates. Fees may also be charged on a flat fee basis, negotiated on a case-by-case basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

432 N Hough Street, Barrington, IL, 60010

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History

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.

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Employment History
Current Registrations
Hemsley Advisors, LTD.
August 1998 - Present · 27 yrs 8 mos
State Registrations2 states
ILTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.