Edward Kemm
Edward Kemm is a registered investment advisor at Osaic Wealth, INC., based in Palm City, FL, with 25 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Palm City, FL
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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
Edward is a sole proprietor of a fixed insurance business, Ironbridge Wealth Counsel, LLC, and a broker for fixed life, LTC, and disability insurance through Chesapeake Brokerage, dedicating minimal time to each. He also acts as an attorney-in-fact and trustee for family members.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Managed Account Services, LLCBroker
Independent Portfolio Consultants, INC.
Sei Investments Distribution CO.Broker
Citicorp Investment ServicesBroker
Aig Equity Sales CORP.Broker
State Street Research Investment Services, INC.Broker
State Registrations10 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.