Edward Coambs is a CFP-designated registered investment advisor at Healthy Love and Money, based in Charlotte, NC, with 3 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 14 clients with $300K 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Outside manager fees are an additional 0.15% of assets under management.
Fee Estimator
Contact
Edward Coambs
Location
Charlotte, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Edward provides consulting/supervision services through HealthyLoveandMoney.com and has authored books and online courses available for purchase. These activities are independent of his financial planning and investment management services.
Employment History
Current Registrations
Healthy Love and Money
State Registrations2 states
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