Edward Whelan is a registered investment advisor at Emw Capital Advisors, LLC, based in Fort Worth, TX, 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 High Net Worth, Investment Management. Their firm serves 12 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EMW Capital Advisors charges a percentage of your portfolio annually for separately managed accounts. The advisory fee ranges from 0.20% to 1.00% per year, depending on the portfolio's nature. Fees are payable monthly or quarterly in advance, unless otherwise agreed. Fees are calculated by Interactive Brokers. Accounts that start or end mid-quarter will have their fees adjusted accordingly.
Location
Fort Worth, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Edward is the Chief Financial Officer of Bobby Cox Companies, Inc., a holding company with operations in restaurants, real estate, and ranching, dedicating nearly full-time hours to this role. He is also the Treasurer for CNR, Inc., a holding company with interests in chemical manufacturing and distribution businesses, spending a few hours per week on this activity.
Employment History
Current Registrations
Emw Capital Advisors, LLC
State Registrations1 state
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