Edward Egliskis
Edward Egliskis is a registered investment advisor at Advisory Services Network, based in San Antonio, TX, with 15 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
San Antonio, TX
Get directionsHistory
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 is a licensed life insurance agent since 2005 and may receive compensation from insurance companies for selling insurance products, dedicating a few hours per week to this. He is also a managing member and agent for LLMC, PPLC, working as a healthcare agent for clients of the PEO Link, dedicating a few hours per week.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
United Capital Financial Advisers
Merrill Lynch, Pierce, Fenner & Smith Incorporated
USAA Financial Planning Services
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.