Janet Edwards
Janet Edwards is a CFP-designated registered investment advisor at Reed Financial Services, INC., based in Cleveland, OH, with 17 years of industry experience. Janet is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 351 clients with $390M 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 | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fees are negotiable based on total assets and relationship size.
Fee Estimator
Location
5885 Landerbrook Drive, Suite 110, Cleveland, OH, 44124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Janet works for James Reed Financial Services as an Investment Advisor Representative/Manager of Client Relations, providing client service daily. She also works for APW Capital as a Registered Assistant, also providing client service daily.
Employment History
Current Registrations
Reed Financial Services, INC.
Apw Capital, INC.Broker
Previous Registrations
Ancora Securities, INC.Broker
Foreside Fund Services, LLCBroker
New England SecuritiesBroker
State Registrations1 state
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
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