Edward Shaffer is a CFP-designated registered investment advisor at Designed Wealth USA LTD., based in Toronto, with 13 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Designed Wealth USA Ltd. charges an annual fee for managing your investments, ranging from 1.00% to 2.00% of the market value of your assets. The specific fee depends on the amount you invest, the complexity of the services, and the level of administration required. The fee is billed monthly, based on the balance at the end of the billing period. The advisory fee is negotiable.
Location
Toronto
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 →Employment History
Current Registrations
Designed Wealth USA LTD.
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
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.