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Edward Rainford

Glacierwealth
23 Years of Experience
Whitefish, MT
2 Disclosures
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Edward Rainford is a registered investment advisor at Glacierwealth, based in Whitefish, MT, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 46 clients with $42M in assets under management.

Glacierwealth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
46 clients
Average Client Portfolio
$903K average
Assets Under Management
$41.5M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1M+1.00%

Fees are not negotiable. Pre-existing clients may be subject to grandfathered fee arrangements.

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

Location

643 Denver St, Ste 100, Whitefish, MT, 59937

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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.
Regulatory
August 2015
Final
Customer Dispute
June 2009
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Glacierwealth
September 2004 - Present · 22 yrs 1 mo
Previous Registrations
Morgan Stanley Dw INC.Broker
October 2000 - July 2001 · 9 mos
New England SecuritiesBroker
December 1998 - November 1999 · 11 mos
State Registrations4 states
IDMTORTX
Advisor

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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