EK
EK

Edward Komito

23 Years of Experience
Allentown, PA
Sells Insurance

Edward Komito is a registered investment advisor at Elk Capital Advisors, LLC, based in Allentown, PA, with 23 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 12 clients with $2.1M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
12 clients
Average Client Portfolio
$175K average
Assets Under Management
$2.1M

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)

Elk Capital Advisors charges a percentage of your portfolio's value annually for investment management. The exact percentage is negotiable and typically ranges from 1% to 2.50%. Fees are calculated based on the value of your account at the end of each month and billed at the end of the month. You can choose to have the fees deducted directly from your account or pay them upon receiving a bill.

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Location

Allentown, PA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Edward is a financial advisor/consultant and president of Elk Financial Investments, spending a few hours per week on this role. He is also an insurance agent selling fixed and variable annuities, and spends minimal time on research and review related to this and trading. Edward owns Elk Capital Expeditors, LLC, a logistics and expediting business, but this is not investment related.

Employment History
Current Registrations
Elk Capital Advisors, LLC
January 2012 - Present · 14 yrs 4 mos
Previous Registrations
Investors Capital Advisory
June 2005 - November 2012 · 7 yrs 5 mos
Next Financial Group, INC.
March 2004 - April 2005 · 1 yr 1 mo
Merrill Lynch Pierce Fenner & Smith INC.
February 2003 - March 2004 · 1 yr 1 mo
Morgan Stanley
May 2002 - November 2002 · 6 mos
State Registrations2 states
OHPA
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.