Edward Runyon
Edward Runyon is a registered investment advisor at Sagevest Financial Advisors, LLC, based in Newport Beach, CA, with 22 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 44 clients with $62M 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 | 0.90% |
The fee range and break points start from 0.90% to 0.25% annually, depending on the amount of assets to be managed. Fees and/or minimums may be negotiated or waived at Sagevest’s sole discretion and in some cases, Sagevest may charge a client a negotiated flat fee rather than the fee range outlined above.
Fee Estimator
Location
4695 Macarthur Court, Suite 1100, Newport Beach, CA, 92660
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 licensed insurance agent in Aliso Viejo, CA.
Employment History
Current Registrations
Sagevest Financial Advisors, LLC
Previous Registrations
Waypoint Wealth Partners
Ifmg Securities, INC.
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.