Mark Edwards is a registered investment advisor at Homestead Advisers CORP., based in Arlington, VA, with 7 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 8 clients with $7.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Standard fee schedules vary by strategy: Equity strategies range from 0.32% to 0.70%, and fixed-income strategies range from 0.10% to 0.40%. Fees are negotiable.
Fee Estimator
Location
Arlington, VA
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Regulatory 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 →Employment History
Current Registrations
Homestead Advisers CORP.
Homestead Financial Services CORP.
Homestead Financial Services CORP.Broker
Previous Registrations
Re Advisers Corporation
State Registrations53 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.
Exams
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