Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $200K | 1.75% |
| $200K - $500K | 1.50% |
| $500K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for amounts over $5,000,000.
Fee Estimator
Financial planning is charged at an hourly rate of $250, which is negotiable. Asset management fees are based on a percentage of assets managed, as detailed in the fee schedule. For assets held on the Pontera Inc. platform, the annual fee is a flat 1.00%. Fees are billed and payable quarterly in advance. The advisory fee is negotiable depending on individual client circumstances.
Areas of Practice
Advisor Information
Office location
6000 Turkey Lake Road, Suite 212, Orlando, FL, 32819
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Edward is the President/CCO of McDonough Capital Management (RIA) and President of McDonough Wealth Management, LLC, both registered investment advisors, dedicating about half of his time to each. He also offers life insurance as an insurance agent and assists with tax preparation, while also managing a rental property.