Edvard Jorgensen
Edvard Jorgensen is a registered investment advisor at Seahorse Financial Advisers INC., based in Millbrook, NY, with 29 years of industry experience. Edvard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 20 clients with $87M 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 $1.6M | 0.95% |
| $1.6M - $7.7M | 0.45% |
| $7.7M - $15.2M | 0.40% |
| $15.2M - $25.0M | 0.35% |
| $25M+ | 0.30% |
Stated Standard Contract Rate is 1.45% annually. Your Rate in the current year is discounted to the above rates. Fees are subject to credits and charges in individual circumstances. Fees are negotiable.
Fee Estimator
Location
52 Front St., Millbrook, NY, 12545
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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.
Learn about disclosures →Other Business Activities
Edvard is a licensed lawyer in New York since 1977, though he does not maintain an active practice. He is also a trustee of three trusts for his family.
Employment History
Current Registrations
Seahorse Financial Advisers INC.
Previous Registrations
Seahorse Financial Advisers INC.
State Registrations1 state
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