Edward Vahey is a registered investment advisor at Silver Pine Capital, LLC, based in Medfield, MA, with 10 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 169 clients with $56M 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 | 1.50% |
Fees and minimum investment requirements are negotiable based on the size of the portfolio. For smaller accounts using only Exchange Traded Funds (ETFs), the fee is 1.25%. For accredited investors in equity long only and hedged portfolios, the fee is 1.0% to 1.5% of the value of your portfolio, combined with a 20% performance-based fee.
Fee Estimator
Location
5 West Mill Street, 5, Medfield, MA, 02052
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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 Activities
Edward referees high school and youth hockey and lacrosse games. He also works in sales for Wright Medical, selling orthopedic hardware, dedicating about a quarter of his time, and is a golf club fitter for Acushnet Company for a few hours per week.
Employment History
Current Registrations
Silver Pine Capital, LLC
Previous Registrations
Citizens Investment Services
Citizens Securities, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.