Adam Edwards
Adam Edwards is a CFP-designated registered investment advisor at Peb Capital Management LLC, based in Columbus, OH, with 21 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 169 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PEB Capital's wealth management fees range from 0.50% to 1.50% annually, based on the market value of your investments. Fees are paid monthly, in advance. The fee for the first month is prorated. Fees may be negotiable. Some clients may be offered a fixed-rate fee schedule.
Location
1880 Mackenzie Drive, Suite #100, Columbus, OH, 43220
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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
Adam is the treasurer for Upper Arlington Youth Football Association, spending a few hours per week on financial record-keeping. Adam is also a licensed insurance professional, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Peb Capital Management LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
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.