Edward Siddell
Edward Siddell is a registered investment advisor at Egsi Investment Management, based in Dublin, OH, 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 Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 278 clients with $140M 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 | 2.00% |
Fees range between 0.25% and 2.00% depending on portfolio size and composition, and will not exceed 3.00% annually. Fees are negotiable.
Fee Estimator
Location
5100 Parkcenter Ave, Suite 120, Dublin, OH, 43017
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2011Other Business ActivitiesSells Insurance
Edward is the CEO of EGSI Financial Services, Inc., a management company, where he develops business and sells insurance. The filing indicates that Edward is involved in insurance-related activities.
Employment History
Current Registrations
Egsi Investment Management
Previous Registrations
Prosperity Capital Advisors
Eastwind Capital, LLC
American Investment Services
Greenbook Investment Management, INC.
Xelan Financial Planning, INC.
Xelan Financial Planning, INC.
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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