Edward Dubinski is a registered investment advisor at Fintelect Am, LLC, based in Miami Beach, FL, with 2 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 72 clients with $7.4M 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% |
Fees are negotiable.
Fee Estimator
Location
Miami Beach, FL
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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.
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Edward is a general partner of Fintelect Horizons LLC, a Delaware-based limited liability company. Fintelect Horizons LLC will not be offered to advisory clients of Fintelect AM, LLC.
Employment History
Current Registrations
Fintelect Am, LLC
State Registrations1 state
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