Eric Edwards
Eric Edwards is a registered investment advisor at Edwards Premier Financial, based in Bellwood, IL, with 15 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 50 clients with $1.5M 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 $100K | 3.50% |
| $100K - $500K | 3.00% |
| $500K+ | 2.50% |
Edwards Financial does not negotiate its management fee, but does offer discounts to select friends, employees and family.
Fee Estimator
Location
Bellwood, IL
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
Eric is a fixed insurance annuity sales representative since 2014, dedicating about half his time to sales of Delaware Life Insurance annuities. He also works as an insurance representative for Gerber Life Insurance Company, spending minimal time recommending insurance products.
Employment History
Current Registrations
Edwards Premier Financial
Previous Registrations
Berthel, Fisher & Company Financial Services, INC.Broker
Banc One Securities CorporationBroker
Chatfield Dean & CO., INC.Broker
Chatfield Dean & CO., INC.Broker
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.