George Papadopoulos, CPA/PFS, CFP® offers wealth management and consultation services. Wealth management includes portfolio management, financial planning, and tax preparation. Consultation services are offered on an hourly or project basis and cover various financial topics. George Papadopoulos primarily recommends investments in exchange traded funds and mutual funds. He does not accept commissions and is compensated only by client fees.
Assets Under Management$64M
Clients18
Advisors1
Avg. per Client$3.5M
Avg. per Advisor$64M
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Fee Structure
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Client accounts are aggregated before performing the fee calculation. The fee may be modified in certain situations as determined at the time of engagement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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