Edward Loeb is a registered investment advisor at Port Capital LLC, based in Chicago, IL, with 21 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 482 clients with $2.9B 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 $15.0M | 1.00% |
| $15M+ | 0.80% |
Equity Portfolios. For Fixed Income and Yield-Oriented Portfolios, the annual fee is 0.50% of all assets. Some clients may negotiate different fees.
Fee Estimator
Location
180 North Stetson Avenue, Suite 5700, Chicago, IL, 60601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Port Capital LLC
Previous Registrations
Harris Associates LP
State Registrations1 state
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