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®, Series 65
Industry experience
6 years
George Pate is a CFP® and Series 65 licensed financial advisor with six years of industry experience. He has been with The Journeys Group, Inc. since 2018 and previously worked at Wake Forest Baptist Health. Outside of his advisory role, he is a licensed insurance agent selling life insurance and annuities. The Journeys Group, Inc. provides investment supervisory services, financial planning, and third-party money manager referrals for individuals, pension and profit-sharing plans, and business entities. The firm manages approximately $63 million in non-discretionary assets, emphasizes cyclical analysis with regular portfolio reviews, and operates with a small team from a single office.
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
The Journey's Group, Inc.
2020 - Present (6 years)
The Journey's Group, Inc.
2019 - Present (7 years)
The Journeys Group, Inc.
2018 - Present (8 years)
Wake Forest Baptist Health
2017 - 2018 (1 year)
Na
2008 - 2017 (9 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
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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