Edmund Borgmeier
Edmund Borgmeier is a registered investment advisor at Post Oak Private Wealth Advisors, based in Houston, TX, with 24 years of industry experience. Edmund operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 377 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Post Oak Private Wealth Advisors offers investment management services with fees based on the value of your portfolio. There are different fee schedules depending on the type of portfolio you choose.
Standard Portfolio Management Fees:
- Up to $500,000: 1.50% per year
- $500,000 to $2,500,000: 1.25% per year
- $2,500,000 to $5,000,000: 1.00% per year
- Over $5,000,000: 0.85% per year
Multi-Asset Class Portfolio Fees:
- First $1,000,000: 1.00% per year
- Next $4,000,000: 0.75% per year
- Next $5,000,000: 0.55% per year
- Over $10,000,000: 0.35% per year
Fees are calculated and collected monthly. These fees do not include brokerage commissions or other related costs.
Location
1200 Smith Street, Suite 610, Houston, TX, 77002
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 ActivitiesSells Insurance
Edmund has 100% ownership with his spouse in Belogden Holdings, LLC, spending a few hours per week. He is also President/Treasurer of Marlew Ventures LLC, dedicating about 10-20% of his time to property rental, and works as an independent insurance agent, spending minimal time on insurance sales.
Employment History
Current Registrations
Post Oak Private Wealth Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations1 state
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.