Mahlon Edwards
Mahlon Edwards is a registered investment advisor at Ntact Retirement Solutions, based in Las Vegas, NV, with 25 years of industry experience. Mahlon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 65 clients with $25M 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 $500K | 0.95% |
| $500K+ | 0.50% |
Fees may be negotiable. Minimum quarterly fee is $25. Maximum annual fee is $8,000.
Fee Estimator
Location
2620 Regatta Drive, Suite 102, Las Vegas, NV, 89128
Get directionsHistory
Regulatory History (1)
Criminal
January 1987Other Business ActivitiesSells Insurance
Mahlon works as an insurance agent selling various insurance products since November 2023. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Ntact Retirement Solutions
State Registrations3 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.