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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3M+ | 0.70% |
Annual fee is negotiable depending upon the market value of your assets under our management and the specific type of investment management services to be rendered.
Fee Estimator
The firm offers financial planning services with fees ranging from $500 to $15,000, depending on complexity. For corporations and individuals with complex objectives, fees can range from $15,000 to $100,000. Portfolio management services are billed based on the asset value, as shown in the table above. Fees are negotiable based on the market value of assets under management. The fees charged by SEI and/or AE Wealth Management are exclusive of IWM's investment management fee.
Areas of Practice
Advisor Information
Office location
1790 Town Park Blvd, Suite K, Uniontown, OH, 44685
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 sells health, long-term care, and fixed annuities, dedicating full-time hours to this activity. He also owns real estate, is a shareholder in a marketing company, and a general partner in oil & gas investments, dedicating minimal time to these activities.