David Edman
David Edman is a registered investment advisor at Edman Global Investment Management LLC, based in Mckinney, TX, with 15 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $3.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
1% per year for individual stocks or combination individual stocks and fund portfolios. 0.8% per year for portfolios consisting entirely of mutual funds, index funds, and ETFs. Fees are somewhat negotiable.
Fee Estimator
Location
Mckinney, TX
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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
David has been giving educational seminars overseas since 1997 on topics such as free enterprise, investing, and money management, taking about two weeks per year. This activity is conducted under the business name of his Arizona sole proprietorship, Global Value Investment Management.
Employment History
Current Registrations
Edman Global Investment Management LLC
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.