Eduardo Gonzalez-Lopez
Eduardo Gonzalez-Lopez is a registered investment advisor at Edgon Advisory LLC, based in Hartford, CT, with 15 years of industry experience. Eduardo 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
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2M+ | 1.90% |
There is also a .25% fee for Growth Portfolio Participation.
Fee Estimator
Location
207 Main Street, 3rd Floor, Hartford, CT, 06106
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
Eduardo is an independent licensed insurance agent and may offer clients advice or products from those activities, which creates a conflict of interest. Clients are not required to use Eduardo's services outside of his role at EDGON.
Employment History
Current Registrations
Edgon Advisory LLC
Previous Registrations
Innovation Partners LLC
Innovation Partners LLCBroker
New England SecuritiesBroker
Signator Investors, INC.Broker
Metlife Securities 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.