| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.70% |
| $1.0M - $3.0M | 1.45% |
| $3.0M - $7.0M | 1.20% |
| $7.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees on the balance are negotiable
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Learn about disclosures →Edward is a member of LRI Financial Group, LLC and the president of Measured Wealth Private Client Group, LLC, where he provides financial planning and portfolio management services. He also owns commercial real estate and works as an insurance representative, dedicating minimal time to both activities.