Edwin Killinger
Edwin Killinger is a CFA, CFP-designated registered investment advisor at M Holdings Securities, INC., based in Timonium, MD, with 32 years of industry experience. Edwin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 4,513 clients with $3.2B 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 $1.0M | 1.30% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.05% |
Schedule reflects maximum M Wealth customized sub-advisory fees. Other advisory programs negotiate fees up to a maximum of 3%.
Fee Estimator
Location
9690 Deereco Road, Suite 650, Timonium, MD, 21093
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
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 Registrations37 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.
Exams
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