Edward Berry is a registered investment advisor at Greenshields Capital LLC, based in El Segundo, CA, with 26 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 145 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.75% |
The advisory fee is negotiable at the sole discretion of GreenShields Capital.
Fee Estimator
Location
840 Apollo St., Suite 314, El Segundo, CA, 90245
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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
Edward is the president and founder of Youth Awakening Ministries, a non-profit organization, dedicating about 10-20% of his time. He is also an investment advisor representative of Greenshields Capital LLC, spending about a quarter of his time on this and nearly full-time on trading.
Employment History
Current Registrations
Greenshields Capital LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Providential Securities, INC.Broker
Donner CORP. InternationalBroker
Cadaret, Grant & CO., INC.Broker
Meridian Capital Group, INC.Broker
H.J. Meyers & CO., INC.Broker
Gruntal & CO. IncorporatedBroker
State Registrations2 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.