Edward Wall is a registered investment advisor at Pioneer Financial, INC., based in South Hadley, MA, with 20 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 94 clients with $7.7M 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 | 1.00% |
Clients participating in third party money management programs are charged an annual fee of 0.80% of the client's assets. Fee is negotiable.
Fee Estimator
Location
493 Newton Street, South Hadley, MA, 01075
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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
Edward is the owner/operator of Pioneer Financial, Inc., which provides tax preparation and accounting services in addition to being a registered investment advisor. This takes nearly all of Edward's time.
Employment History
Current Registrations
Pioneer Financial, 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.