Edward Waits
Edward Waits is a registered investment advisor at Register Financial Advisors, LLC, based in Atlanta, GA, 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 Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 433 clients with $490M 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 $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.80% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.50% |
Fees are negotiable for accounts above $2,000,001.
Fee Estimator
Location
3500 Lenox Road, Suite 1700, Atlanta, GA, 30326
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2023Other Business Activities
Edward is a limited partner/investor in two real estate investment partnerships, 10 Downtown Partners and Healy Partners, since 2016 and 2018 respectively, dedicating minimal time. He is also a board member of Adaptive Learning Center, a non-profit, spending a few hours per week advocating for the organization.
Employment History
Current Registrations
Register Financial Advisors, LLC
Register Financial Associates, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations4 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.