Edward Carlton is a registered investment advisor at Generouswealth, LLC, based in Summerville, SC, with 32 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 305 clients with $110M 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 | 2.00% |
Fees are negotiable.
Fee Estimator
Location
105 S Cedar Street, Suite D, Summerville, SC, 29483
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 Activities
Edward operates Compass Investment Advisors, LLC, as a DBA for his LPL business and spends nearly all his time on it. He also owns rental real estate properties through Retreat By The Beach LLC and Melrose Mountain LLC, dedicating minimal time to these activities.
Employment History
Current Registrations
Generouswealth, LLC
LPL Financial LLCBroker
Previous Registrations
Independent Advisor Alliance, LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
The Robinson-Humphrey Company, LLCBroker
Dickinson & CO.Broker
F.N. Wolf & CO., INC.Broker
State Registrations6 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.