Edward Lara
Edward Lara is a CFP-designated registered investment advisor at Pierce Wealth Partners, INC., based in Breckenridge, CO, with 54 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 36 clients with $58M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pierce Wealth Partners (PWP) offers several different wrap fee programs with different investment options and fee structures. The fees are calculated annually as a percentage of the value of the investments in your account. These fees cover advisory services, performance measurement, transaction costs, custody services, and trading. However, they do not cover the fees and expenses of any underlying exchange traded fund, closed-end funds, or mutual funds in the portfolio. PWP's Wrap Fee Brochure details the various fees associated with each program, and whether the fees are negotiable or not for each specific program.
Location
Breckenridge, CO
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2016Regulatory
October 1994Other Business Activities
Edward owns E. Ronald Lara Inc., a tax structured company, and is an officer for Seldom Acres H.O.A., dedicating minimal time to each. He is also affiliated with Pierce Wealth Partners and serves on the investment committee for the National Repertory Orchestra, spending a few hours per week on the latter.
Employment History
Current Registrations
Pierce Wealth Partners, INC.
Bley Investment Group, INC.
Bley Investment Group, INC.Broker
Previous Registrations
Stratos Wealth Advisors LLC
Xml Financial Group
Xml SecuritiesBroker
Lara, May & Associates, LLC
Lara, Shull & May, LTD.
The Lara Group, LTD
Lara, Shull & May, LTDBroker
Voss & CO., INC.Broker
Derand Investment Corporation of AmericaBroker
State Registrations7 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.