Edward Sabo
Edward Sabo is a registered investment advisor at Capital Investment Advisory Services, LLC, based in Murrells Inlet, SC, with 26 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 5,673 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The standard fee is 2% annually, but it may be negotiable. CIAS may also recommend third-party managed accounts, where fees are determined by the third-party provider, but the total combined advisory fee should not exceed 2%.
Fee Estimator
Location
11019 Tournament Blvd, Ste 201, Murrells Inlet, SC, 29576
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
December 2016Customer Dispute
June 2008Customer Dispute
March 2008Other Business ActivitiesSells Insurance
Edward is the president of Edward J. Sabo & Associates, LLC, providing insurance sales, broker/dealer services, and investment advisory services, which takes nearly full-time hours. He is also a trust beneficiary, co-owner of two real estate parcels in Michigan, and owner of a holding company for his private residence, but these activities require minimal time.
Employment History
Current Registrations
Capital Investment Advisory Services, LLC
Capital Investment Group, INC.Broker
Capital Investment Group, INC.
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Pruco Securities CorporationBroker
State Registrations12 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.