Edward Portelles
Edward Portelles is a CFP-designated registered investment advisor at Alexander Capital Wealth Management LLC, based in Huger, SC, with 23 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. Their firm serves 621 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ACWM offers investment management through wrap fee programs. The annual management fee is negotiated with each client and ranges from 0.25% to 2.00% of the value of your portfolio. The fee includes money management, certain transaction costs, and custodial and administrative costs. There is no minimum fee for investing on the Envestnet | Placemark platform. The advisory fee is negotiable, depending on individual client circumstances. In some cases, ACWM may charge a fixed fee for portfolio management, which will be negotiable.
Location
Huger, SC
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Regulatory History (1)
Criminal
March 2006Other Business ActivitiesSells Insurance
Edward is a Certified Public Accountant providing financial planning advice for clients of Gabor and Associates. He is also an agent for Ash Brokerage since December 2024, selling life insurance, indexed annuities, long-term care, and non-variable insurance, dedicating a few hours per week to this.
Employment History
Current Registrations
Alexander Capital Wealth Management LLC
Alexander Capital, L.P.
Alexander Capital, L.P.Broker
Previous Registrations
Alexander Capital, L.P.Broker
Alexander Capital Wealth Management LLC
Planmember Securities Corporation
Planmember Securities CorporationBroker
Legend Securities, INC.Broker
Source Capital Group, INC.
Source Capital Group, INC.Broker
Prudential Investment Management Services LLCBroker
Dime Securities, INC.Broker
Chapdelaine & CO.Broker
State Registrations10 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.