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Edward Bunting

Mutual Advisors, LLC
28 Years of Experience
Roseville, CA
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Edward Bunting is a registered investment advisor at Mutual Advisors, LLC, based in Roseville, CA, with 28 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 9,473 clients with $8.5B in assets under management.

Mutual Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
154 advisors
Number of Clients
9,473 clients
Average Client Portfolio
$902K average
Assets Under Management
$8.5B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual management fee ranges up to 2.00% and is negotiable. Fees can be structured as a flat percentage, tiered schedule, or linear schedule. American Funds accounts range from 0.25% to 1.25%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3721 Douglas Blvd., Ste. 205, Roseville, CA, 95661

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2008
Settled
Customer Dispute
April 2002
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
March 2016 - Present · 10 yrs 7 mos
Mutual Securities, INC.
July 2013 - Present · 13 yrs 3 mos
Mutual Securities, INC.Broker
July 2013 - Present · 13 yrs 3 mos
Previous Registrations
Beverly Hills Wealth Management, LLC
July 2013 - March 2016 · 2 yrs 8 mos
Morgan StanleyBroker
June 2009 - August 2013 · 4 yrs 2 mos
Morgan Stanley
June 2009 - August 2013 · 4 yrs 2 mos
Morgan Stanley & CO. Incorporated
December 2007 - June 2009 · 1 yr 6 mos
Morgan Stanley & CO. IncorporatedBroker
December 2007 - June 2009 · 1 yr 6 mos
Wachovia Securities, LLC
July 2003 - December 2007 · 4 yrs 5 mos
Wachovia Securities, LLCBroker
July 2003 - December 2007 · 4 yrs 5 mos
Prudential Securities Incorporated
June 1998 - July 2003 · 5 yrs 1 mo
Prudential Securities IncorporatedBroker
April 1998 - July 2003 · 5 yrs 3 mos
State Registrations7 states
AKAZCACOHINVOR
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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