Edward Irwin is a CFP-designated registered investment advisor at Valuefirst Planning LLC, based in Swartz Creek, MI, with 14 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 5 clients with $460K 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 $1.0M | 0.60% |
| $1M+ | 0.60% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
6012 S. Linden Road, Suite 10, Swartz Creek, MI, 48473
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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
Valuefirst Planning LLC
Security First Financial
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Cfd Investments, INC.Broker
Creative Financial Designs, INC.
Q3 Advisors, LLC
Igo Capital Management, INC
The Mutual Fund Store
Igo Capital Management, INC
TD Waterhouse Investor Services, INC.Broker
Quick & Reilly, INC.Broker
Sigma Financial CorporationBroker
Fahnestock & CO., INC.Broker
First of Michigan CorporationBroker
Charles Schwab & CO., INC.Broker
State Registrations2 states
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