Edward Schoeb is a registered investment advisor at Mariner Independent, based in Carnegie, PA, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,051 clients with $5.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mariner Platform Solutions charges an annual fee based on a percentage of your portfolio. This fee can range up to 2.50% per year, depending on the services provided and other factors. The firm may also apply a minimum fee. If you receive financial planning and consulting services in addition to investment advice, you may be subject to an additional fee. Fees are generally billed in advance on a quarterly basis. The management fee is negotiable.
Location
242 E. Main St., Carnegie, PA, 15106
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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 ActivitiesSells Insurance
Edward sells fixed insurance and owns EMGMEC Futures LLC, a private entity for securities, advisory, and insurance business, dedicating minimal time and about 10-20% of his time respectively. He also co-owns Norm's Cycle Center, LLC and Bebco, Inc., a commercial real estate entity, spending minimal time on each.
Employment History
Current Registrations
Mariner Independent
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Householder Group Estate & Retirement Specialists
LPL Financial LLCBroker
Wesbanco Securities, INC.Broker
LPL Financial LLCBroker
NFP Securities, INC.Broker
Princor Financial Services CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.