Edward Kearney is a ChFC-designated registered investment advisor at Chequers Financial Management LLC, based in Meridian, ID, with 18 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 246 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Chequers Financial offers investment management services for an annual fee based on the value of your portfolio. The fee will not exceed 1.50% per year. The fee is calculated quarterly, and may be negotiable.
Location
3597 East Monarch Sky Lane, Suite F-240, Meridian, ID, 83646
Get directionsHistory
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 →Employment History
Current Registrations
Chequers Financial Management LLC
Previous Registrations
The Ayco Company,l.p.
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.