Edwin Stone is a registered investment advisor at Shore Financial Advisors, LLC, based in Easton, MD, with 1 years of industry experience. Edwin 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 1 clients with $2.9M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are generally negotiable.
Fee Estimator
Location
21 S. Harrison Street, Easton, MD, 20601
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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
Edwin has been working as a business consultant through a single member LLC for approximately one year. This activity is not investment-related.
Employment History
Current Registrations
Shore Financial Advisors, LLC
State Registrations1 state
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