GM
GM

George Michael

2 Years of Experience
Broker

George Michael is a registered investment advisor at Riverfront Investment Group, LLC, based in Richmond, VA, with 2 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 977 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
26 advisors
Number of Clients
977 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

RiverFront Investment Group manages investments through wrap fee programs. Clients pay an asset-based fee to the brokerage firm, which then pays RiverFront. RiverFront's fees typically do not exceed 0.50% per year for Advantage and ETF Advantage accounts, and 0.45% for UMA/MDP accounts. RiverFront does not earn an account-level fee for RiverShares model portfolios. Custom Portfolio Solutions fees typically do not exceed 0.50% per year.

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Location

1214 East Cary Street, Richmond, VA, 23219

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

George works as a Regional Sales Consultant for RiverFront Investment Group, LLC and as a Registered Representative for ALPS Distributors. The RiverFront Investment Group role takes nearly full-time hours, while the ALPS Distributors role takes a few hours per week.

Employment History
Current Registrations
Riverfront Investment Group, LLC
March 2024 - Present · 2 yrs 1 mo
Alps Distributors, INC.
January 2024 - Present · 2 yrs 3 mos
Alps Distributors, INC.Broker
January 2024 - Present · 2 yrs 3 mos
State Registrations1 state
VA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.