Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees vary up to 2.5% per annum, depending on portfolio size, services rendered, and the investment advisor representative. Fees may be billed in advance or arrears. Financial planning and consulting fees are negotiable, up to $10,000 on a fixed fee basis or from $150 to $500 on an hourly basis. Subscription self-directed financial planning tools and assistance generally cost between $50 to $200 per month.
Areas of Practice
Advisor Information
Office location
Monkton, MD
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.
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Edward is the President and Chairman of the Board of Trustees for St. Mary's Roland View Towers, Inc., a low-income senior housing facility, dedicating a few hours per week. He is also an owner and investment advisor at Calvert Investment Counsel, LLC d/b/a Nesher Wealth, marketing financial advisory services.