Edward Yale is a CFA-designated registered investment advisor at Strategic Financial Concepts, LLC, based in San Angelo, TX, with 9 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 3,824 clients with $930M 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 $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees are negotiable based on individual client circumstances and the scope of the relationship. LPL sponsored advisory program fees have separate maximums up to 2.50% or 3.00%.
Fee Estimator
Location
36 West Beauregard Avenue, Suite 720, San Angelo, TX, 76903
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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 performs non-investment-related livestock management duties for a family ranching operation, dedicating minimal time to this activity. He is also an approved Co-Trustee for an Irrevocable Trust for planning and fund management.
Employment History
Current Registrations
Strategic Financial Concepts, LLC
Previous Registrations
Sonora Financial Management, LLC
State Registrations1 state
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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