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George Pikounis

InvestEd

345 N Charles St

Baltimore, MD 21201
(410) 4699532

We believe everyone should have access to financial advice.

About InvestEd

Everyone should know what their money is doing. But these days, we get wrapped up in charts and fine print, and guys on TV yelling buy-sell-hold, and it’s clear that Wall Street isn’t looking out for you or me.

InvestEd is designed to get rid of all that noise. We believe in smart money for everyone–no matter age, income or career path–we want you to have the financial means to reach your life goals. So we provide free, clear and straightforward financial information, that’s specific and unbiased. We’re not tied to big banks, and we’re real people with real offices in downtown Baltimore, not just a chat window or a voice on the phone. There’s no minimum to start, and we charge a simple .95% fee–no hidden charges, no commissions, no fine print.

General Information

Firm Start Year

2015

No.of Employees

5-9

CRD#

5955876

Firm CRD#

120278

States Licensed in

MD D.C. VA

I work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses, Investment Clubs

Services

Investment Types

Commodities, Mutual Funds, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Stocks, Bonds, Options & Futures, Annuities, FOREX & Currency, Insurance, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At your office, Via email, Via phone, At my office, Video Conference, At your home

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER™ Certificant

Securities Licenses

Series 66, Series 65

Compensation and Fees

Fee Structure

Fee Only

Minimum Portfolio Size for New Managed Accounts

0

Compensation Methods

Based on Assets

Fee % Based on Assets

.95%

Minimum Fee Charged for Managed Accounts

0

Minimum Fee Charged for Hourly Planning Accounts

0