Edmund Sweeney is a registered investment advisor at Loop Investment Advisors LLC, based in Chicago, IL, with 9 years of industry experience. Edmund operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1 clients with $790K 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 | 1.50% |
In limited circumstances, Loop may charge a flat monthly fee rather than the percentage-based fee. These fees are negotiable. Accredited clients will pay an annual fee of 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Location
318 W Adams,, Floor 10, Chicago, IL, 60606
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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
Edmund is involved in numerous business activities, including being a partner in Sweeney Capital LP, an independent introducing broker, and holding positions in various RCM-related entities. He also has interests in real estate, lending, metal recycling, radio, and oil and gas ventures, dedicating minimal time to most of these activities.
Employment History
Current Registrations
Loop Investment Advisors LLC
Rcm SecuritiesBroker
Previous Registrations
Loop Investment Advisors LLC
State Registrations23 states
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.