| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K+ | 2.00% |
Fees may be negotiable in certain instances.
14301 N. 87th Street, Suite 307, Scottsdale, AZ, 85260
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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 →George is involved in several business activities, including providing investment advisory services through Verus Capital Partners, LLC, which takes about a quarter of his time. He is also an agent for Capitas Financial selling non-variable insurance, dedicating a few hours per week.