Edward Keiley is a registered investment advisor at M2 Capital Advisors, based in Valencia, CA, with 29 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 57 clients with $160M 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 | 0.50% |
| $500K - $1.0M | 0.50% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
All fee structures are negotiable. Legacy performance-based fee accounts have been transitioned to a flat 0.50% annual fee with a $1,000 minimum quarterly fee.
Fee Estimator
Location
27441 Tourney Road, Suite 260, Valencia, CA, 91355
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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 →Employment History
Current Registrations
M2 Capital Advisors
Previous Registrations
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Silver Young Stock Arb LLCBroker
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Third Millennium Trading, LLCBroker
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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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