EL

Edison Tate Lambeth

24 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
15 advisors
Number of Clients
6,039 clients
Average Client Portfolio
$505K average
Assets Under Management
$3.1B

Fee Structure

EIC's management fees range from 0.30% to 1% per year of assets managed or advised. All management fees are subject to negotiation. Clients may also incur charges imposed by custodians, broker-dealers, and other third parties. Several clients are invested solely in the EIC Value Fund, in which case no management fee is charged since a management fee is already embedded in the Fund.

Areas of Practice
Investment Management
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Advisor Information

Office location

1776 Peachtree Street Nw, Suite 600S, Atlanta, GA, 30309

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Regulatory History
Clean regulatory record

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.

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Other Business Activities

Edison is a Senior Director at Equity Investment Corporation, focusing on client sales and service, dedicating full-time hours to this role. He is also an Ethics Committee member at IMCA-Investments & Wealth Institute, spending a few hours per week without compensation.

Employment History
Current Registrations
Equity Investment CORP
October 2016 - Present · 9 yrs 3 mos
Foreside Funds Distributors LLC
March 2015 - Present · 10 yrs 10 mos
Foreside Funds Distributors LLCBroker
March 2015 - Present · 10 yrs 10 mos
Previous Registrations
Jfb Holdings CORP
July 2015 - October 2017 · 2 yrs 3 mos
Unified Financial Securities, INC.Broker
August 2008 - February 2015 · 6 yrs 6 mos
Prudential Investment Management Services LLCBroker
October 2007 - June 2008 · 8 mos
Ing Investment Management CO.
February 2007 - September 2007 · 7 mos
Ing Funds Distributor, LLCBroker
December 2006 - September 2007 · 9 mos
Ing Investment Management Services LLCBroker
May 2002 - January 2007 · 4 yrs 8 mos
UBS Painewebber INC. Broker
September 2000 - May 2002 · 1 yr 8 mos
State Registrations10 states
ARAZCOGAKSLANMOKTXUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.