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Edwin Safir

Safir Wealth Advisors, LLC
54 Years of Experience
Greenland, NH
1 Disclosure
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Edwin Safir is a registered investment advisor at Safir Wealth Advisors, LLC, based in Greenland, NH, with 54 years of industry experience. Edwin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 67 clients with $200M in assets under management.

Safir Wealth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
67 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$198.2M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.5M1.00%
$2.5M - $5.0M0.80%
$5.0M - $10.0M0.60%
$10M+0.40%

Fees are negotiable at the sole discretion of the firm. Fees take into consideration aggregate assets under management with the firm.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Greenland, NH

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History

Regulatory History (1)
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
February 2012
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Safir Wealth Advisors, LLC
January 2017 - Present · 9 yrs 9 mos
Previous Registrations
Coburn & Meredith, INC.
November 2003 - January 2017 · 13 yrs 2 mos
Coburn & Meredith, INC.Broker
October 2003 - January 2017 · 13 yrs 3 mos
Legg Mason Wood Walker INC
May 1993 - November 2003 · 10 yrs 6 mos
Legg Mason Wood Walker, IncorporatedBroker
May 1993 - November 2003 · 10 yrs 6 mos
Legg Mason Wood Walker, IncorporatedBroker
July 1988 - May 1993 · 4 yrs 10 mos
Fahnestock & CO., INC.Broker
April 1988 - July 1988 · 3 mos
Fahnestock International INC.Broker
April 1972 - April 1988 · 16 yrs
State Registrations1 state
NH
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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