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Edward Botelho

Foundations Investment Advisors LLC
8 Years of Experience
Bristol, RI
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Edward Botelho is a registered investment advisor at Foundations Investment Advisors LLC, based in Bristol, RI, with 8 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Federal Employees, and 6 more. Their firm serves 29,663 clients with $10B in assets under management.

Foundations Investment Advisors LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
299 advisors
Number of Clients
29,663 clients
Average Client Portfolio
$340K average
Assets Under Management
$10.1B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual advisory fee is 2.00%. Fees are negotiable. Accounts with more than three investment strategies incur an additional $15 annual fee per extra strategy, and all accounts pay a $50 annual administrative and technology fee.

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

Location

655 Metacom Ave, Bristol, RI, 02809

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
June 2020
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Edward is the owner of WealthMax Financial Group, a financial planning firm, dedicating nearly full-time hours to advisory and business operations. He also owns rental property through Coggeshall LLC, spending minimal time on this activity.

Employment History
Current Registrations
Foundations Investment Advisors LLC
June 2025 - Present · 1 yr 4 mos
Previous Registrations
Creativeone Wealth, LLC
May 2024 - June 2025 · 1 yr 1 mo
Horter Investment Management, LLC
July 2023 - May 2024 · 10 mos
Securities America Advisors, INC.
July 2022 - August 2022 · 1 mo
Securities America, INC.Broker
July 2022 - August 2022 · 1 mo
Securian Financial Services, INC.
September 2021 - April 2022 · 7 mos
Securian Financial Services, INC.Broker
August 2021 - April 2022 · 8 mos
MML Investors Services, LLC
January 2021 - August 2021 · 7 mos
MML Investors Services, LLCBroker
December 2018 - August 2021 · 2 yrs 8 mos
Nylife Securities LLCBroker
December 2016 - November 2018 · 1 yr 11 mos
State Registrations1 state
RI
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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