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Chad Edmonson

Lee-Way Financial Services, INC
11 Years of Experience
Hattiesburg, MS
View SEC Summary
View SEC Summary

Chad Edmonson is a CFA-designated registered investment advisor at Lee-Way Financial Services, INC, based in Hattiesburg, MS, with 11 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 108 clients with $130M in assets under management.

Lee-Way Financial Services, INC
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
108 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$132.1M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.65%
$500K+0.50%

Fees are generally negotiable based on the amount of funds managed and the difficulty of investment instructions. Annual fee will never exceed 1%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1711 South 28th Avenue, Hattiesburg, MS, 39402

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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

Chad is involved in various real estate and business investments, including roles as Vice President of the MSMS Foundation and President of Friends of MSMS. These activities, along with his involvement in multiple LLCs and a church finance committee, take up to a few hours per week of Chad's time.

Employment History
Current Registrations
Lee-Way Financial Services, INC
April 2015 - Present · 11 yrs 6 mos
State Registrations3 states
LAMSTX
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.
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