EB
EB
Edmund Burke is a registered investment advisor at Valiance Group, based in Mentor-On-The-Lake, OH, with 11 years of industry experience. Edmund operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2 clients with $2.5M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
2 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$2.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Advisory fees are negotiable and Valiance Group reserves the right to vary the annual fee schedule under certain circumstances or if it is deemed appropriate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Mentor-On-The-Lake, OH
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Regulatory History (1)
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Regulatory
December 2025Pending
Employment History
Current Registrations
Valiance Group
July 2014 - Present · 11 yrs 10 mos
State Registrations1 state
OH
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.