Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for asset management programs range from 0.5% to less than 3% annually, as agreed upon in writing. The smaller the portfolio, the larger the fee, and conversely. Financial planning and appraisal services are based on hourly ($50-$150) or fixed fees ($150-$1,000). Third-party management programs have their own fee schedules. A $25,000 minimum account requirement may be waived. Fees are negotiable within the stated ranges.
Areas of Practice
Advisor Information
Office location
Ponte Verda, FL
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 Activities
Edward is the owner of Spaulding Global LLC, a real estate holding and property management company, since 2000. He dedicates minimal time to this activity.