Ed Mcmanus
Ed Mcmanus is a ChFC-designated registered investment advisor at Silver Oak Securities, INC., based in Chattanooga, TN, with 38 years of industry experience. Ed operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 8,671 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silver Oak Securities offers investment management through its Compass and AdvisorFX programs. The advisor fee is negotiable, with a maximum of 2% of assets. In addition to the advisor fee, there is a platform fee that includes a flat $45 per year and an asset-based fee between 0.08% and 0.15% for Compass accounts, and 0.20% for AdvisorFX accounts. Fees are billed quarterly or monthly, either in arrears or in advance. The platform fee covers access to account data, performance reporting, and other services.
Location
122 Lee Parkway Drive, Suite 100, Chattanooga, TN, 37421
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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 ActivitiesSells Insurance
Ed owns Family Wealth Advisory, providing accounting, tax, non-investment financial counseling, and notary services, dedicating a few hours per week. He also operates McManus and Associates as a sole proprietorship, working as an insurance agent selling life, health, disability, LTC, and fixed/indexed annuities, also dedicating a few hours per week.
Employment History
Current Registrations
Silver Oak Securities, INC.
Silver Oak Securities, IncorporatedBroker
Previous Registrations
Cuttingedge Advisors
Concorde Investment Services, LLCBroker
Cuttingedge Advisors
Cuttingedge Advisors
Silver Oak Securities, IncorporatedBroker
Silver Oak Securities, INC.
Questar Asset Management, INC.
Questar Capital CorporationBroker
Associated Investment Management INC
Dunwoody Brokerage Services, INC.Broker
Dominion Capital CorporationBroker
Chubb Securities CorporationBroker
State Registrations6 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.