Advisor at The Journeys Group, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Journeys Group, Inc.
Location
Winterville, NC 28590
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
24 years
George Pate Jr. is a CFP® and ChFC® with 24 years of industry experience, currently serving as a managing partner at The Journeys Group, Inc. in Winterville, NC, where he has worked since 2009. He previously worked at AlphaStar Capital Management, LLC. Outside of his advisory role, he is involved in managing an aquatic facility for swimming and scuba through Aquatic Campus, LLC. The Journeys Group, Inc. provides investment supervisory services, financial planning, and referrals to third-party money managers for individuals and business entities. The firm manages approximately $63 million in non-discretionary assets and operates with a small team, emphasizing documented client goals, cyclical investment analysis, and regular portfolio reviews.
Based on The Journeys Group, Inc.
Based on The Journeys Group, Inc.
$1 - $500,000: 1.00% $500,001 - $1,500,000: 0.75% $1,500,001+: 0.50%
$150/hour for financial planning services
Account minimum: $10,000 Minimum fee: $250 quarterly fixed fee for accounts under $100,000 Fee-only: Investment Supervisory Services fees, Financial Planning hourly fees $150/hour
222 Emily Dr
Winterville, NC 28590
North Carolina · Virginia
AlphaStar Capital Management, LLC
2017 - 2018 (1 year)
The Journeys Group, Inc. (152275)
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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