Edward Schweitzer
Edward Schweitzer is a CFP-designated registered investment advisor at Freedom Capital Management, based in Glen Allen, VA, with 19 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. Their firm serves 8 clients with $9.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Freedom Capital Management does not directly manage investments. Instead, they connect you with third-party investment managers. The total annual fee for these managers is:
- $0 - $400,000: 1.00%
- $400,001 - $500,000: 1.00%
- $500,001 - $1,000,000: 0.75%
- $1,000,001 - $2,000,000: 0.50%
- $2,000,001 - $3,000,000: 0.35%
- $3,000,001 - $6,000,000: 0.35%
- $6,000,001 - $10,000,000: 0.30%
- $10,000,001 and above: 0.05%
These fees are paid quarterly, in advance, based on the value of your account at the end of the previous quarter. GeoWealth, the third-party investment manager, calculates and deducts the fee from your account, then pays Freedom Capital Management their portion. GeoWealth's fee is non-negotiable.
Location
10809 Pepperbush Ct, Glen Allen, VA, 23060
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2007Other Business ActivitiesSells Insurance
Edward is an independent insurance agent since 2013, but does not work for a particular company. This activity requires minimal time.
Employment History
Current Registrations
Freedom Capital Management
Previous Registrations
Financial Engines Advisors L.L.C.
Ef Legacy Securities, LLCBroker
Edelman Financial Services, LLC
Sanders Morris Harris LLCBroker
Edelman Financial Advisors LLC
Euro Pacific Capital, INC.Broker
AXA Advisors, LLCBroker
State Registrations3 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.