Edgar Mock
Edgar Mock is a registered investment advisor at Trustmont Advisory Group, INC., based in Feasterville, PA, with 41 years of industry experience. Edgar is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 4,322 clients with $1.4B 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 | 2.00% |
Maximum annual fee is 2% of assets managed. Fees may vary depending on the specific advisor chosen.
Fee Estimator
Location
102 W Street Rd, Feasterville, PA, 19053
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2020Regulatory
January 2010Regulatory
January 2010Other Business Activities
Edgar is the owner of Money Management Advisory Inc., Davis & Associates (a shell company with no assets), and the Institute for Essential Education (currently not in use). The Institute for Essential Education is owned by Money Management Advisory Inc. and used for workshops and seminars.
Employment History
Current Registrations
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.Broker
Previous Registrations
Money Management Advisory INC.
Money Management Advisory, INC.Broker
Monarch Securities, INC.Broker
State Registrations12 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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