Edison Lambeth is a registered investment advisor at Equity Investment CORP, based in Atlanta, GA, with 25 years of industry experience. Edison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 6,039 clients with $3.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EIC's management fees range from 0.30% to 1% per year of the assets they manage. These fees are negotiable. The fees are billed quarterly in advance. If you terminate your account, any unearned fees will be refunded, and any earned, unpaid fees will be due. Several clients are invested solely in the EIC Value Fund, in which case no management fee is charged by EIC since a management fee is already included in the Fund.
Location
1776 Peachtree Street Nw, Suite 600S, Atlanta, GA, 30309
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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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Edison is a Senior Director at Equity Investment Corporation, focusing on client sales and service, dedicating full-time hours to this role. He is also an Ethics Committee member at IMCA-Investments & Wealth Institute, spending a few hours per week without compensation.
Employment History
Current Registrations
Equity Investment CORP
Foreside Funds Distributors LLC
Foreside Funds Distributors LLCBroker
Previous Registrations
Jfb Holdings CORP
Unified Financial Securities, INC.Broker
Prudential Investment Management Services LLCBroker
Ing Investment Management CO.
Ing Funds Distributor, LLCBroker
Ing Investment Management Services LLCBroker
UBS Painewebber INC.Broker
State Registrations10 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.