Edward Fleming is a CFA-designated registered investment advisor at Fleming Wealth Management, LLC, based in Johns Creek, GA, with 22 years of industry experience. Edward 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, Investment Management, Retirement Planning. Their firm serves 18 clients with $90M 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 $1.0M | 0.75% |
| $1.0M - $2.5M | 1.30% |
| $2.5M - $5.0M | 1.01% |
| $5.0M - $7.5M | 0.78% |
| $7.5M - $10.0M | 0.67% |
| $10.0M - $20.0M | 0.58% |
| $20.0M - $30.0M | 0.20% |
| $30M+ | 0.10% |
In certain circumstances, advisory fees may differ than those previously stated, based upon existing client relationships.
Fee Estimator
Location
11555 Medlock Bridge Road, Suite 100, Johns Creek, GA, 30097
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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 →Employment History
Current Registrations
Fleming Wealth Management, LLC
Previous Registrations
Pricewaterhousecoopers Investment Advisers LLC
State Registrations1 state
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