GK
GK

George Paul Kurtz

13 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
5 advisors
Number of Clients
310 clients
Average Client Portfolio
$578K average
Assets Under Management
$179.3M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $300K1.25%
$300K - $10.0M1.00%
$10M+1.00%

Fees are negotiable for accounts over $10,000,000. The fee schedule for trust services differs.

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

6666 Passer Road, Suite 4, Coopersburg, PA, 18036

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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
Oaktree Advisors LLC
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Mcdermott Investment Advisors, LLC
October 2012 - July 2024 · 11 yrs 9 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
George Paul Kurtz - Financial Advisor | TrueAdvisor