Edward Kratty
Edward Kratty is a registered investment advisor at World Class Unlimited, INC., based in Overland Park, KS, 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 Financial Planning & Coaching, Investment Management. Their firm serves 143 clients with $54M 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 $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1000K | 1.05% |
| $1M+ | 0.90% |
Fee is negotiable and may be lower based on individual client circumstances.
Fee Estimator
Location
8080 Conser St., Overland Park, KS, 66204
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2003Criminal
April 1979Other Business ActivitiesSells Insurance
Edward is a licensed independent insurance agent in Overland Park, KS. He also owns A&E Associates, ST, LLC, a commercial rental property business, dedicating minimal time to it outside of normal business hours.
Employment History
Current Registrations
World Class Unlimited, INC.
Previous Registrations
Onedigital
Vsr Advisory Services
Symphonic Financial Advisors LLC
Waddell & Reed, INC.
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.