George Mulwee is a registered investment advisor at Strategic Wealth Group, based in Eden Prairie, MN, with 25 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,557 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Annual fee may be negotiable based upon certain criteria.
Fee Estimator
Location
7820 Terrey Pine Ct, #200, Eden Prairie, MN, 55347
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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 Activities
George provides investment advisory services through Strategic Wealth Group RIA, LLC, dedicating full-time hours to this role. He also operates Strategic Wealth Group as a DBA for his LPL business, spending about a quarter of his time on this.
Employment History
Current Registrations
Strategic Wealth Group
LPL Financial LLCBroker
Previous Registrations
Cetera Advisors LLC
Legend Equities CorporationBroker
First Allied Securities, INC.Broker
Investors Capital CORP.Broker
J.P. Turner & Company, L.L.C.Broker
Summit Brokerage Services, INC.Broker
Cetera Advisor Networks LLCBroker
Cetera Investment Services LLCBroker
Cetera Financial Specialists LLCBroker
Cetera Advisors LLCBroker
Cetera Advisors LLC
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Ameriprise Financial Services, INC.Broker
Woodbury Financial Services, INC.Broker
Hartford Investment Financial Services, LLCBroker
Woodbury Financial Services, INC.Broker
State Registrations45 states
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.