Edward Speer is a CFA-designated registered investment advisor at Ironshore Financial, based in Foley, AL, with 11 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, Retirement Planning. Their firm serves 24 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ironshore Financial may provide discretionary investment management services to certain clients. Each model portfolio’s annual management fee is either 0.20% or 0.25% of qualified plan assets invested in the unitized models.
Location
Foley, AL
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 →Employment History
Current Registrations
Ironshore Financial
Previous Registrations
Newport Group Securities, INC.
Newport Group Consulting, LLC
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.