George
Kurtz
Mcdermott Investment Advisors, LLC
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About this Advisor
George Kurtz is a financial advisor operating in Bethlehem, Pennsylvania, who has 11 years of industry experience. Kurtz is on the advisory team at Mcdermott Investment Advisors, LLC. They have spent their complete career at Mcdermott Investment Advisors, Llc. Kurtz can operate in Pennsylvania. Mcdermott Investment Advisors, LLC is an advisory business operating out of Naples, FL. It has offices in six locations and a total of 16 financial advisors. It administers $223 million in assets across its 675 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 675 customer accounts, 66% are held by high-net-worth clients who have at least $1 million in investable assets. Mcdermott Investment Advisors, LLC offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically are based on which services the firm provides the client. Fee types billed by Mcdermott Investment Advisors, LLC likely consist of some blend of asset-based, hourly, commission-based and other fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Mcdermott Investment Advisors, LLC Brokerage Details
$222,771,227
16
675
$330,031
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
George Kurtz Work History
George has been registered as a financial advisor for 11 years.*
Mcdermott Investment Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of George Kurtz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mcdermott Investment Advisors, LLC
Bethlehem, PA
Bethlehem, PA
Naples, FL
Naples, FL
Los Angeles, CA
Naples, FL
Los Angeles, CA
Palm Coast, FL
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