GS
GS

George Matthew Stock

2 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
19 advisors
Number of Clients
947 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.50%
$1.0M - $5.0M1.25%
$5.0M - $25.0M1.00%
$25M+0.75%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

420 Lexington Avenue, Suite 2216, New York, NY, 10170

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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
Stansberry Asset Management, LLC
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Zsenia Investments INC.
September 2021 - August 2022 · 11 mos
State Registrations2 states
NYTX
Advisor
Exams
No exam information available for this advisor.