Edward Fleming is a CFA-designated registered investment advisor at Fleming Wealth Management, LLC, based in Johns Creek, GA, with 23 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. 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 | 0.55% |
| $2.5M - $5.0M | 0.45% |
| $5.0M - $7.5M | 0.30% |
| $7.5M - $10.0M | 0.25% |
| $10.0M - $20.0M | 0.20% |
| $20.0M - $30.0M | 0.10% |
| $30M+ | 0.07% |
Advisory fees may be negotiable based on individual client circumstances and existing 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
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
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