Edwin Killinger
Edwin Killinger is a CFA, CFP-designated registered investment advisor at M Holdings Securities, INC., based in Timonium, MD, with 31 years of industry experience. Edwin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 3,621 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
M Holdings Securities offers various investment management programs with different fee structures. Some programs have wrap fees that cover advisory, brokerage, and custodial services in one fee. Other programs charge advisory fees separately from brokerage and other costs. Fees are negotiable with your financial professional and vary depending on the program chosen and the amount of assets managed. The maximum fee for WealthPursuit Wrap Fee Programs is limited to 3%. MPP Wrap Program fees will not exceed 1.36% for accounts with at least $150,000 in assets. WealthPursuit Prime fees are limited to a maximum rate of 3%.
Location
9690 Deereco Road, Suite 650, Timonium, MD, 21093
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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 ActivitiesSells Insurance
Edwin is the Executive VP & CIO at The L. Warner Companies, focusing on insurance and investment-related activities, taking up nearly all of his time. He also owns a tax practice, serves on multiple boards and committees, and acts as an independent trustee for a charitable trust, dedicating minimal time to each of these roles.
Employment History
Current Registrations
M Holdings Securities, INC.Broker
The L. Warner Companies, INC
Previous Registrations
Mutual Service CorporationBroker
W. S. Griffith & CO., INC.Broker
T. Rowe Price Investment Services, INC.Broker
State Registrations35 states
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