Eric Edwards
Eric Edwards is a registered investment advisor at Surepath Wealth Management, LLC, based in Frisco, TX, with 5 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. The total annual investment advisory fee inclusive of TAMP fees is not to exceed 2.50%.
Fee Estimator
Location
6160 Warren Pkwy, Ste 100, Frisco, TX, 75034
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
Eric is the owner and an insurance agent at Edwards Financial Strategies, selling insurance products since 2010. He also sells life insurance and annuities through SurePath Advisors LLC, spending about a quarter of his time between both activities.
Employment History
Current Registrations
Surepath Wealth Management, LLC
Previous Registrations
Bison Wealth, LLC
Truadvice LLC
Truadvice 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.