Edward Storer
Edward Storer is a registered investment advisor at Idle Hill Advisors LLC, based in Greenville, SC, with 31 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 200 clients with $100M 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 | 1.45% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Location
201 Roper Creek Drive, Greenville, SC, 29615
Get directionsHistory
Regulatory History (6)
Customer Dispute
March 2021Regulatory
March 2019Customer Dispute
November 2018Customer Dispute
September 2018Customer Dispute
August 2018Customer Dispute
July 2018Other Business ActivitiesSells Insurance
Edward is involved in several businesses: Wealth Training Academy LLC (marketing/coaching), The Tax Advisory Group LLC (tax services), and Insurance Made Easy, LLC (insurance sales). Through Insurance Made Easy, LLC, Edward sells annuities, life insurance, and Medicare insurance.
Employment History
Current Registrations
Idle Hill Advisors LLC
Previous Registrations
Financial Gravity Family Office Services, LLC
Financial Gravity Asset Management, INC.
Dynamic Wealth Advisors
Edward Storer & Associates LLC
Synergy Investment Group, LLC
Synergy Investment Group, LLCBroker
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Ing Financial Partners, INC.Broker
Centaurus Financial, INC.Broker
Wachovia Securities, LLCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Merit Capital Associates, INC.Broker
Smith Barney INC.Broker
PFS Investments INC.Broker
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.