Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
1,869 clients
Average Client Portfolio
$538K average
Assets Under Management
$1.0B
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
10451 Mill Run Circle, Suite 400, Owings Mills, MD, 21117
Get directionsHistory
Regulatory History
Clean regulatory record
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
Edna is an agent selling fixed, traditional, and long-term care insurance since 2000, dedicating a few hours per week to each. She is also the President of Kowitz Financial Group, LLC since 2011, spending full-time on investments, financial planning, and insurance.
Employment History
Current Registrations
Lexaurum Advisors
June 2017 - Present · 8 yrs 9 mos
Previous Registrations
Summit Financial Group INC
September 2016 - July 2017 · 10 mos
Summit Brokerage Services, INC.Broker
September 2016 - July 2017 · 10 mos
Vsr Advisory Services
January 2014 - September 2016 · 2 yrs 8 mos
Vsr Financial Services, INC.Broker
January 2014 - September 2016 · 2 yrs 8 mos
Kowitz Financial Group
June 2011 - October 2014 · 3 yrs 4 mos
Ceros Financial Services, INC.Broker
April 2011 - December 2012 · 1 yr 8 mos
Northwestern Mutual Investment Services,llc
December 2006 - April 2011 · 4 yrs 4 mos
Northwestern Mutual Investment Services, LLCBroker
September 2000 - April 2011 · 10 yrs 7 mos
Robert W. Baird & CO. IncorporatedBroker
September 2000 - January 2002 · 1 yr 4 mos
State Registrations1 state
MD
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.