Edward Kasperavich
Edward Kasperavich is a CFA-designated registered investment advisor at Stonecrest Advisors, INC., based in Hillsdale, NJ, with 21 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 477 clients with $400M 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 | 2.00% |
Fees range from 0.50% up to 2.0% annually and are negotiable depending on individual client circumstances.
Fee Estimator
Location
Hillsdale, NJ
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2026Customer Dispute
February 2024Other Business Activities
Edward is an investment adviser at Stonecrest Advisors, dedicating about 10-20% of his time, including during trading hours. He also owns AKTT Financial Group LLC, handling payroll and expenses, but spends minimal time on this.
Employment History
Current Registrations
Stonecrest Advisors, INC.
Stonecrest Capital Markets, INC.
Stonecrest Capital Markets, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.Broker
Investment Advisors Asset Management, LLC
Investment Advisors & Consultants, INC.Broker
State Registrations12 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.
Exams
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