Edward Klesack
Edward Klesack is a registered investment advisor at Centaurus Financial, INC., based in Ashland, OH, with 43 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
Ashland, OH
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2017Customer Dispute
April 2013Other Business ActivitiesSells Insurance
Edward is a member of The Estate Planning Team, focusing on trust marketing and referrals, dedicating a few hours per week. He also sells individual and group health insurance through Klesack Financial Services, LLC, dedicating full-time hours, and is an agent for United Healthcare, spending minimal time. Additionally, Edward writes cases directly with Reliance Standard for group life and disability insurance, spending minimal time.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.