Edward Botelho
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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 25,166 clients with $7.2B 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 | 2.00% |
A $150 annual minimum management fee will be assessed on all accounts. All accounts will also be assessed a $50 annual administrative and technology fee (ATF) at the end of the January billing cycle. The fee schedule may not be the actual fee charged, but the maximum fee charged. Sub-Adviser fees are included in the fee schedule above.
Fee Estimator
Location
655 Metacom Ave, Bristol, RI, 02809
Get directionsHistory
Regulatory History (1)
Financial
June 2020Other 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
Previous Registrations
Creativeone Wealth, LLC
Horter Investment Management, LLC
Securities America Advisors, INC.
Securities America, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Nylife Securities 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.