Edward Kolanko
Edward Kolanko is a registered investment advisor at Baynes Investment Counsel LLC, based in Mason, OH, with 31 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 203 clients with $95M 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 $200K | 2.00% |
| $200K - $500K | 1.50% |
| $500K+ | 1.25% |
Fees are generally negotiable. Qualified clients can pay 1.00% of assets under management plus 10.00% of capital appreciation.
Fee Estimator
Location
7577 Central Parke Blvd, Suite 323, Mason, OH, 45040
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2003Employment Separation After Allegations
May 2001Other Business Activities
Edward is a councilman for the Village of Walbridge, dedicating about 10-20% of his time. He is also a licensed basketball referee, which takes minimal time, and the Mayor of the Village of Walbridge.
Employment History
Current Registrations
Baynes Investment Counsel LLC
Previous Registrations
Allstate Financial Services, LLCBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Eplanning Advisors INC
Eplanning Securities, INC.Broker
NFP Securities, INC.Broker
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Modern Portfolio Managemnt INC
Continental Capital Investment Services, INC.Broker
Raymond James Financial Services, INC.Broker
Salomon Smith Barney INC.Broker
State Registrations1 state
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.