Edward Downey
Edward Downey is a registered investment advisor at Dfg Wealth Management, LLC, based in Bartlett, IL, with 17 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 147 clients with $58M 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 | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Break points will be applied for household total assets under management with DFGWM. Fees are negotiable, and may be waived for accounts that DFGWM may supervise but not manage daily.
Fee Estimator
Location
806 W. Bartlett Road, Bartlett, IL, 60103
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2010Other Business ActivitiesSells Insurance
Edward is involved with Downey Financial Group Inc. since 2003, focusing on fixed insurance sales and tax preparation, dedicating about half his time. He also owns DTAG Properties LLC, a real estate investment company, spending minimal time on it.
Employment History
Current Registrations
Dfg Wealth Management, LLC
Previous Registrations
Workman Securities Corporation
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.