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George Stradtman

3 Years of Experience

George Stradtman is a registered investment advisor at Ira Group, INC., based in Atlanta, GA, with 3 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 279 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
279 clients
Average Client Portfolio
$47.3M average
Assets Under Management
$13.2B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.5M0.90%
$2.5M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10.0M - $20.0M0.45%
$20M+0.40%

Fees are negotiable.

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

1230 Peachtree Street Ne, Suite 3800, Atlanta, GA, 30309

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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
Ira Group, INC.
February 2023 - Present · 3 yrs 2 mos
State Registrations1 state
GA
Advisor

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.
George Stradtman - Financial Advisor | TrueAdvisor