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 $1.5M | 1.00% |
| $1.5M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
The annual fee is negotiable. Accounts within the same household may be combined for a reduced fee. For Clients wishing to engage EDP for option writing or covered calls, a maximum of 1% will be added to above fee schedule.
Fee Estimator
We charge fees based on a percentage of assets under management. For financial planning, we charge $250 per month, which is waived once you reach $250,000 in AUM. We may also receive fees from third-party investment advisers we recommend. The annual fee is negotiable, and accounts within the same household may be combined for a reduced fee. For clients wishing to engage EDP for option writing or covered calls, a maximum of 1% will be added to the above fee schedule.
Areas of Practice
Advisor Information
Office location
2257 W Irving Park Rd, Ste 1, Chicago, IL, 60618
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
James works as a CPA for a small accounting firm and is also a self-employed insurance agent. His insurance activities are commission-based.