Edward Ward is a registered investment advisor at Robinswood Financial, based in Kirkland, WA, with 25 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 487 clients with $370M 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 | 0.75% |
| $1.0M - $5.0M | 0.20% |
| $5M+ | 0.10% |
*Minimum annual management fee of $1,875 per household. Minimum account requirements may be negotiable.
Fee Estimator
Location
3425 Carillon Point, Building 3000, 4th Floor, Kirkland, WA, 98033
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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 →Other Business Activities
Edward is the sole trustee of the Betty Ward Trust, dba Angels Rest Vacation Rentals, dba Oregon Properties, which owns real estate used as short and long-term rental property. He inherited the business in 2006 and dedicates a few hours per week to fiduciary duties and overseeing property managers.
Employment History
Current Registrations
Robinswood Financial
Previous Registrations
Merriman Capital Management INC
State Registrations1 state
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