Edward Mccarthy is a registered investment advisor at Four Points Advisors, LLC, based in Chathan, NJ, with 28 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 81 clients with $37M 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 $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.25% |
Fees are capped at these percentages and are negotiable. If client assets are placed with an Independent Manager available through the Adhesion platform, a separate, additional fee of up to 0.08% annually will be charged to the client. Fees for assets managed by an Independent Manager will vary based on the Independent Manager’s fee schedule and will generally range from 0.20 - 0.50% annually. The Adhesion fee and Independent Manager fee is not charged in addition to Four Points’ advisory fee; rather, it is deducted from the total fee agreed upon with Four Points.
Fee Estimator
Location
Chathan, NJ
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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 involved in several outside business activities, including consulting, online food sales, strategy development, relationship management, and non-profit work. He also works in business development for Four Points Advisors, focusing on investment product growth, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Four Points Advisors, LLC
Four Points Capital Partners LLC
Four Points Capital Partners LLCBroker
Previous Registrations
Gb Capital Markets, INC.Broker
Lightpath Capital, INCBroker
Dalmore Group LLCBroker
Tct Securities & Derivatives, LLCBroker
Gbi Capital, INC.Broker
Salient Capital L.P.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Calyon Securities (USA) INCBroker
Sumitomo Bank Securities, INC.Broker
Drexel Burnham Lambert IncorporatedBroker
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.