Edward Goldstein
Edward Goldstein is a CFP-designated registered investment advisor at Financial Life Planning, LLC, based in Marlton, NJ, with 22 years of industry experience. Their practice areas include Business Owners, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 48 clients with $18M 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 $200K | 1.30% |
| $200K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.85% |
| $1.5M - $2.5M | 0.60% |
| $2.5M - $5.0M | 0.45% |
| $5M+ | 0.40% |
Fees may be negotiated in certain circumstances. Accounts of members of the same household may be aggregated for purposes of determining the advisory fee.
Fee Estimator
Location
10,000 Lincoln Drive East, Suite 201, Marlton, NJ, 08053
Get directionsHistory
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 Activities
Edward is an investment advisor representative with Financial Life Planning, LLC, managing fee-based investments and providing financial planning consulting.
Employment History
Current Registrations
Financial Life Planning, LLC
Previous Registrations
Liberty State Wealth Management, INC.
Lincoln Financial Advisors Corporation
AXA Advisors, LLC
State Registrations2 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.