ED
Firm Information
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
11 advisors
Number of Clients
448 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$744.6M
Fee Structure
Minimum Investment:$500K
Financial Plan Fee:$1,000 - $25,000
Investment supervisory fees are based on a maximum annual fee of 1.5% of assets under management and are negotiable. Financial planning fees typically range from $1,000 to $25,000, based on complexity and time required. The minimum account size is generally $500,000, but this is negotiable.
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
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Advisor Information
Office location
459 Washington Street, Suite 26, Duxbury, MA, 02332
Get directionsRegulatory 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Edward is involved in insurance sales, dedicating approximately 40 hours per month (a quarter of his time) to this activity.
Employment History
Current Registrations
The L. Warner Companies, INC
July 2024 - Present · 1 yr 6 mos
Previous Registrations
Dixon Associates, INC.
May 2017 - December 2024 · 7 yrs 7 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.