Edward Benway
Edward Benway is a registered investment advisor at Measured Wealth Private Client Group, LLC, based in Portsmouth, NH, with 33 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, Investment Management, and 2 more. Their firm serves 598 clients with $460M 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 - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.85% |
| $7.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
A client's legacy fee schedule could be honored and may be more or less than the Measured Wealth standard fee schedule. If an option strategy is employed, an additional 0.25% will be added to the fee schedule. Fees are negotiable.
Fee Estimator
Location
303 Islington Street, Portsmouth, NH, 03801
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 →Other Business ActivitiesSells Insurance
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.
Employment History
Current Registrations
Measured Wealth Private Client Group, LLC
Previous Registrations
Ifs SecuritiesBroker
Ifs Advisory, LLC
The Commonwealth Group
H. Beck, INC.
H. Beck, INC.Broker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
1717 Capital Management CompanyBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations3 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.