Edward Haro
Edward Haro is a registered investment advisor at Edward Haro Financial, LLC, based in Tustin, CA, with 28 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 144 clients with $17M 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 $40K | 2.00% |
| $40K - $100K | 1.80% |
| $100K - $500K | 1.60% |
| $500K - $1000K | 1.40% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees are negotiable based on client needs and complexity.
Fee Estimator
Location
18031 Irvine Blvd.,, Suite 111, Tustin, CA, 92780
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 →Other Business ActivitiesSells Insurance
Edward is an independent insurance agent.
Employment History
Current Registrations
Edward Haro Financial, LLC
Previous Registrations
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
Foresters Equity Services, INC.Broker
Foresters Equity Services, INC.
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
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.