EP
EP

Edward Pollak

21 Years of Experience
San Francisco, CA

Edward Pollak is a registered investment advisor at Ee Fund Management, LLC, based in San Francisco, CA, with 21 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.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$2.5M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees can be negotiated based on the size or prospect of the business relationship or dissatisfaction with service or performance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

San Francisco, CA

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Edward is an independent consultant and senior game industry analyst for Jon Peddie Research since 2006. He spends a few hours per week in this role.

Employment History
Current Registrations
Ee Fund Management, LLC
September 2004 - Present · 21 yrs 8 mos
Previous Registrations
Ee Fund Management, LLC
September 2004 - December 2006 · 2 yrs 3 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
Edward Pollak - Financial Advisor | TrueAdvisor