Edward Mahaffy
Edward Mahaffy is a CFP, ChFC-designated registered investment advisor at Fiduciary Wealth Management, LLC, based in Little Rock, AR, with 24 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 76 clients with $59M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.65% |
Accounts under $500,000 require approval. Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Contact
Edward Mahaffy
Location
1501 N. University Avenue, Suite 715, Little Rock, AR, 72207
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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 →Other Business Activities
Edward is a 30% owner and investment adviser representative of Fiduciary Wealth Management, LLC, a registered investment advisor, dedicating minimal time. He also owns EPM Press LLC, a book publishing and distribution company, and is a managing member of Pierce-McCart LLC, a real estate rental property, both requiring minimal time.
Employment History
Current Registrations
Fiduciary Wealth Management, LLC
Clientfirst Wealth Management, LLC
Previous Registrations
Clientfirst Wealth Management
Clientfirst Asset Management
Clientfirst Asset Management
Raymond James Financial Services
State Registrations2 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
Additional Information
2007 to presentPrincipal, Portfolio Manager, Clientfirst Wealth Management, LLC.2001 - 2007Portfolio Manager, Branch Manager, Raymond James Financial Services, Inc.1995-2001Vice President, Portfolio Manager, Financial Adviser, Merrill Lynch1984-1995Fixed-Income Portfolio Manager, Financial Adviser, Stephens, Inc.Education1982MBA, University of Arkansas1981BSBA, The Citadel
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