Larry Edwards
Larry Edwards is a registered investment advisor at Commonwealth Asset Management Group LLC, based in Fairfax, VA, with 23 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 75 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1000K | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.75% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
10501 West Drive, Fairfax, VA, 22030
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
Larry is an adjunct professor at Northern VA Community College and a sole proprietor of Commonwealth AMG, offering financial planning, RIA, portfolio management, and insurance sales. Running Commonwealth AMG takes nearly full-time to full-time hours per week.
Employment History
Current Registrations
Commonwealth Asset Management Group LLC
Previous Registrations
Bestvest Investments, LTD.Broker
Fulcrum Advisory Services, LLC
Fulcrum Securities, LLCBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Johnston Lemon Asset Management INC
Johnston, Lemon & CO. IncorporatedBroker
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.