Edward Hedgecoke
Edward Hedgecoke is a registered investment advisor at Perennial Wealth Advisors, LLC, based in Canadian, TX, 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, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 172 clients with $81M 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 $1.0M | 1.25% |
| $1.0M - $4.0M | 1.00% |
| $4M+ | 0.90% |
Fees may be negotiable for certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.).
Fee Estimator
Location
123 N 3rd St., Canadian, TX, 79014
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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 ActivitiesSells Insurance
Edward is an investment advisor representative with Perennial Wealth Advisors, dedicating nearly full-time hours to investment management, client communication, and financial planning. He also works as an agent for two independent insurance agencies and owns rental properties, but these activities require minimal time.
Employment History
Current Registrations
Perennial Wealth Advisors, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
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.