Edward Postma
Edward Postma is a CFP-designated registered investment advisor at LPL Financial LLC, based in Grandville, MI, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
3784 30th Street Sw, Grandville, MI, 49418
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2005Other Business Activities
Edward is involved in several real estate rental businesses, including 30th Street, LLC, 1300 Walker LLC, Bronx Bomber & Co LLC, and Augestiner, LLC, dedicating minimal time to each. He also operates under several DBAs for his LPL business, including Grandville Group, Plan It Financial Group, and Postma Wealth Management, dedicating nearly full-time hours to Postma Wealth Management.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & Reed, INC.
Waddell & ReedBroker
State Registrations23 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.