Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FTA charges an annual fee, up to 1.95%, for discretionary asset management services, calculated monthly in arrears based on the value of assets under management. Sub-advisory asset management fees are .75%. Financial consulting services are typically free, but 401(k) guidance may cost $499. The fees do not include transaction fees, brokerage fees, custodial fees, or the management fees charged by mutual fund companies or ETF sponsors. FTA does not have a minimum account size requirement.
Areas of Practice
Advisor Information
Office location
Chicago, IL
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 is the president of an insurance sales business since December 2023. This activity takes about a quarter of his time.