Edward Bunting
Edward Bunting is a registered investment advisor at Mutual Advisors, LLC, based in Roseville, CA, with 27 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,463 clients with $6.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mutual Advisors charges an annual management fee based on the complexity of your financial situation, the services provided, the experience and standard of fees charged by your advisor, and the value of the assets in your account. This fee is negotiable with your advisor. The annual fee ranges up to 2.00% and is assessed quarterly or monthly in advance. Fees can be structured as a fixed percentage, a tiered fee schedule, or a linear fee schedule.
For American Funds F2 Direct Accounts, the annual fee ranges from 0.25% up to 1.25% annually, calculated and debited quarterly in arrears based on an average daily balance.
Location
3721 Douglas Blvd., Ste. 205, Roseville, CA, 95661
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2008Customer Dispute
April 2002Other Business ActivitiesSells Insurance
Edward is involved with the Carmichael Rotary Club, dedicating minimal time. He is also a managing partner at Sullivan Wealth Management Advisors, LLC, a comprehensive wealth management practice, which takes up nearly all of his time.
Employment History
Current Registrations
Mutual Advisors, LLC
Mutual Securities, INC.
Mutual Securities, INC.Broker
Previous Registrations
Beverly Hills Wealth Management, LLC
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
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.