Edward Roche is a registered investment advisor at Freedom Mountain Investments, based in Paoli, PA, 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, Investment Management. Their firm serves 5 clients with $12M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1M+ | 1.15% |
All advisory fees are negotiable. Clients are entitled to 8 hours of consulting time which may be used for financial advice outside the scope of the portfolio management services and including financial planning services. Any additional time over 8 hours will be invoiced to the Client at a negotiable rate of $250 per hour in quarter hour increments.
Fee Estimator
Location
Paoli, PA
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 Activities
Edward is engaged in consulting activities, primarily within the pharmaceutical industry. These activities are outside the scope of his work with Freedom Mountain Investment and take up about 10% of his time.
Employment History
Current Registrations
Freedom Mountain Investments
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.