George Buchheister is a registered investment advisor at Valuewealth Services, LLC, based in Upper Marlboro, MD, with 3 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 242 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ValueWealth Services offers investment management services where fees are negotiable, with a maximum annual fee of 1.95%. The final fee schedule is outlined in the investment advisory contract. Fees are paid monthly or quarterly in advance, and are directly withdrawn from client accounts with written authorization.
Location
Upper Marlboro, MD
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Regulatory 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 an independent insurance agent for multiple insurance agencies, transacting in insurance products including annuities. He spends about half his time in this role.
Employment History
Current Registrations
Valuewealth Services, LLC
Previous Registrations
Merrill Lynch Pierce Fenner & Smith 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.