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Edward Reynolds
24 Years of Experience
Lexington Park, MD
1 Disclosure
Edward Reynolds is a registered investment advisor at Deak Reynolds Company, based in Lexington Park, MD, with 24 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12 clients with $25M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
12 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$25.2M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.80% |
| $4M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Lexington Park, MD
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Regulatory History (1)
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Regulatory
November 2013Final
Other Business Activities
Edward is an attorney in private practice as a sole practitioner, which is not investment-related. This takes about half of Edward's time.
Employment History
Current Registrations
Deak Reynolds Company
August 2014 - Present · 11 yrs 9 mos
Previous Registrations
Deak Reynolds CO
January 1991 - August 2003 · 12 yrs 7 mos
State Registrations1 state
MD
Advisor
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.
Exams
No exam information available for this advisor.