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Edwin Safir
53 Years of Experience
Greenland, NH
1 Disclosure
Edwin Safir is a registered investment advisor at Safir Wealth Advisors, LLC, based in Greenland, NH, with 53 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.
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
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees may be negotiable.
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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Regulatory History (1)
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Customer Dispute
February 2012Settled
Employment History
Current Registrations
Safir Wealth Advisors, LLC
January 2017 - Present · 9 yrs 4 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.