Edward Cwalina
Edward Cwalina is a registered investment advisor at Horse Cove Partners LLC, based in Center Valley, PA, with 42 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 44 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Horse Cove Partners charges a management fee of no more than 2.5% per year. The fees are calculated daily based on the prior business day’s ending balance of your portfolio. The total fees are annualized and assessed based on weekdays, excluding U.S. federal holidays. Separately Managed Accounts may negotiate which fee structure they prefer.
Location
Center Valley, PA
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2006Customer Dispute
June 2005Customer Dispute
September 1999Employment History
Current Registrations
Horse Cove Partners LLC
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Horse Cove Partners LLC
The Leaders Group, INC.Broker
Bb&t Securities, LLCBroker
Bb&t Securities, LLC
Bb&t Investment Services, INC.Broker
Bb&t Investment Services, INC.
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Knbt Securities, INC.Broker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations1 state
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.