Edwin Shedd
Edwin Shedd is a registered investment advisor at Consultiva Wealth Management, CORP., based in Miami, FL, with 10 years of industry experience. Edwin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 139 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Consultiva's fees for investment advisory services are based on the value of your portfolio. The exact percentage is negotiated based on the scope of services and the size of your relationship.
For non-discretionary services, fees range from 0.50% to 2.00% per year. For full discretionary services, fees range from 0.75% to 2.00% per year.
Consultiva may charge an additional fee of up to 0.75% for discretionary investment advisory services related to the Unified Managed Account Program.
Fees are negotiable and may differ based on factors like sub-advisory relationships or special project arrangements. The suggested minimum portfolio size is $1,000,000, but exceptions may be granted.
Location
1200 Brickell Ave., Suite 1680, Miami, FL, 33131
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 Activities
Edwin's spouse owns rental real estate property through Alealaed Investments LLC. Edwin spends minimal time on this activity.
Employment History
Current Registrations
Consultiva Wealth Management, CORP.
Savile Capital Markets LLCBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Biscayne Capital
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Wachovia Securities, LLCBroker
Banc of America Investment Services, INC.Broker
State Registrations3 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.