EK
CFP
EK
CFP

Edward Kerns

14 Years of Experience
Atlanta, GA

Edward Kerns is a CFP-designated registered investment advisor at Footlamp, based in Atlanta, GA, with 14 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 25 clients with $18M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
25 clients
Average Client Portfolio
$719K average
Assets Under Management
$18.0M

Fee Structure

Minimum Investment:$1M
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.65%
$5M+0.50%

Footlamp Financial no longer bills new clients on assets under management (AUM) and instead charges a flat fee. At the sole discretion of the advisor, Footlamp Financial may engage with a new client where it's in the best interest of the client to pay the AUM fee instead of the minimum flat fee. Some legacy clients are on a fee schedule that was previously in effect. The total fees charged to the client will not exceed 2% of the assets under management, annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3715 Northside Parkway, Bldg 100 Suite 500, Atlanta, GA, 30327

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Edward is the sole owner and employee of Divorce Financial Strategies, LLC, a divorce financial planning firm.

Employment History
Current Registrations
Footlamp
August 2015 - Present · 10 yrs 9 mos
Previous Registrations
Private Wealth Advisory Group, INC.
February 2015 - September 2015 · 7 mos
Lindner Capital Advisors, INC.
May 2014 - September 2015 · 1 yr 4 mos
Legacy Planning Group, INC
March 2011 - April 2014 · 3 yrs 1 mo
State Registrations2 states
ALGA
Advisor

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.

Exams
No exam information available for this advisor.
Edward Kerns - Financial Advisor | TrueAdvisor