George Hartzman
George Hartzman is a registered investment advisor at Intercarolina Financial Services, INC., based in Greensboro, NC, with 24 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 381 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Intercarolina Financial Services (IFS) offers investment management services for a fee. The fee is either a percentage of the value of your investments or a fixed fee. The specific fee arrangement is negotiable. If IFS manages your investments, your fees will be paid directly from your account, or you can choose to be billed directly. IFS also participates in wrap fee programs, where fees are bundled. The percentage IFS receives from the wrap fee varies depending on the wrap fee firm used. The maximum fixed fee is 1.5% of the value of your investments.
Location
2506 Baytree Dr., Greensboro, NC, 27455
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2005Other 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.
Previous Registrations
Wells Fargo Advisors, LLC
Wachovia Securities, INC.
State Registrations1 state
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.