Edward Wingrove is a registered investment advisor at &partners, based in Austin, TX, with 35 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
9433 Bee Caves Road, Suite 145, Austin, TX, 78733
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Regulatory History (1)
Customer Dispute
January 2018Other Business Activities
Edward has ownership stakes in several LLCs, including Bartlett's Inc. LLC (passive ownership in a restaurant), Big Butte Lookout, LLC (entity for buying a house), Lenders4Tenders, LLC (holding for restaurant investment), Thin2Win-Grove LLC (to hold real estate), and Bonita Mar LLC (to hold real estate). These activities require minimal time commitment.
Employment History
Current Registrations
&partnersBroker
&partners
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Stephens INC.Broker
Morgan Keegan & Company, INC.Broker
First Dallas Securities IncorporatedBroker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations32 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.