Edward King is a CFP-designated registered investment advisor at Graney& King, LLC, based in Latham, NY, 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 735 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Graney & King offers investment management services. The maximum annual fee charged will not exceed 1.75%. Clients using LPL Financial Sponsored Advisory Programs may be subject to higher maximum fees. Fees are billed quarterly in advance based on the value of the account on the last day of the previous quarter. Fees are negotiable and will be deducted from the account.
Location
623 New Loudon Road, Latham, NY, 12110
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 involved with Graney & King, LLC as a registered investment advisor since 2000, spending about 100 hours per month on investment advisory services. He also offers long-term care insurance, dedicating minimal time to this non-variable insurance activity.
Employment History
Current Registrations
Graney& King, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations26 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.