Edward Kaplan is a registered investment advisor at Emk Investment Advisors, LLC, based in Boynton Beach, FL, with 11 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. Their firm serves 2 clients with $1.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are non-negotiable.
Fee Estimator
Location
Boynton Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Edward owns a law office specializing in tax law since 1968, spending a few hours per week. He also owns CFO Online LLC (bookkeeping and accounting services), 770 Society LLC (philanthropy consulting), and is a director at the Atlantic Chapter of Certified Public Accountants, dedicating minimal time to each.
Employment History
Current Registrations
Emk Investment Advisors, LLC
State Registrations1 state
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