Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are calculated as a percentage of assets under management. Accounts are charged in advance or arrears for a three-month period based on account balances. The annual advisory fee will not exceed 2.5% of the managed account value, and the negotiated rate is identified in the investment advisory agreement. The annual percentage rate is negotiable based on several factors, including the services offered, the complexity of the services, the total amount of assets involved in the household, and the relationship with the advisor. Clients may also be charged a commission and/or service fee for trades executed in their account, which is also negotiable.
Areas of Practice
Advisor Information
Office location
433 South Main St Suite 305, West Hartford, CT, 06110
Get directionsRegulatory History (2)
Customer Dispute
August 2015Criminal
March 1975Other Business ActivitiesSells Insurance
Edward is an insurance agent offering disability insurance, fixed annuities, traditional life settlements, and traditional life insurance since 1991, dedicating about 10-20% of his time. He also owns Financial Aspects of Divorce, LLC, providing divorce planning services, which also takes about 10-20% of his time.