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 $250K | 0.70% |
| $250K - $500K | 0.55% |
| $500K - $1.0M | 0.45% |
| $1M+ | 0.30% |
Fee Estimator
Investment management fees are based on assets under management and are paid quarterly in advance. Financial planning services are offered on an hourly basis ($100-$450/hour) or for a fixed fee ($250-$10,000), negotiable based on complexity. Clients may incur additional fees charged by custodians or for mutual fund/ETF expenses. Retirement plan advisory fees are charged an asset-based fee up to 2.00% annually.
Areas of Practice
Advisor Information
Office location
935 Main Street, Manchester, CT, 06040
Get directionsRegulatory History (9)
Customer Dispute
June 2024Customer Dispute
February 2024Customer Dispute
November 2023Customer Dispute
November 2023Customer Dispute
November 2023Customer Dispute
November 2023Customer Dispute
October 2023Customer Dispute
September 2023Customer Dispute
May 2023Other Business Activities
Edward provides investment advisory services through Excel Wealth Management, LLC, dedicating nearly full-time hours to this activity. He also manages real estate rentals through BarLuc Holdings, LLC and is a business owner at Black Bear Ventures, LLC, and a third party administrator at 401k Cube, LLC.