Edward Grimpe
Edward Grimpe is a registered investment advisor at Kestra Advisory Services, LLC, based in Dania Beach, FL, with 29 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 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
Dania Beach, FL
Get directionsHistory
Regulatory History (3)
Financial
July 2025Judgment / Lien
June 2025Financial
July 2024Other Business Activities
Edward works full-time as an Investment Advisor Representative (IAR) with Kestra Advisory Services. He also works about a quarter of his time as a Yacht Sales Representative and spends minimal time as a Partner at Blackpoint Capital, LLC, assisting with administration and coordination.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
B. Riley Wealth Advisors, INC.
B Riley Wealth Management
B. Riley Wealth ManagementBroker
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations6 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.