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Edward Trumpbour

23 Years of Experience
Berwyn, PA

Edward Trumpbour is a registered investment advisor at Villanova Investment Management Company, LLC, based in Berwyn, PA, with 23 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
1 client
Average Client Portfolio
$114.0M average
Assets Under Management
$114.0M

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Villanova Investment Management Company's fees for individually managed accounts are calculated and paid at the end of each month. These fees, which are individually negotiated, are expected to range from 0.40% to 0.90% annually based on the value of the assets in the managed account. The specific fee depends on the client's investment goals, the size of the account, the total amount of the client's assets managed by Villanova Investment Management Company, and other factors.

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Location

1000 Chesterbrook Blvd., Suite 100, Berwyn, PA, 19312

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Edward is an Executive Officer of the VIMCO Founders Fund LP and the General Partner of the fund. He spends minimal time reviewing monthly NAV packages and ensuring correct allocation of performance and fees.

Employment History
Current Registrations
Villanova Investment Management Company, LLC
June 2017 - Present · 8 yrs 11 mos
Previous Registrations
Brandywine Global Investment Management, LLC
January 2001 - July 2015 · 14 yrs 6 mos
State Registrations1 state
PA
Advisor

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
No exam information available for this advisor.