Edward Long is a CFA-designated registered investment advisor at Avity Investment Management INC., based in Greenwich, CT, with 20 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 303 clients with $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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Rates are for equity and balanced accounts. Fixed income only accounts have a separate schedule: 0.60% on the first $2 million, 0.50% between $2 million and $5 million, 0.40% between $5 million and $10 million, and 0.35% above $10 million. Fees are often negotiable for large accounts.
Fee Estimator
Location
80 Field Point Rd., Greenwich, CT, 06830-6416
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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 →Employment History
Current Registrations
Avity Investment Management INC.
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.
Exams
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