Dana Edwards is a CFP-designated registered investment advisor at Upbeat Financial, based in Ada, MI, with 9 years of industry experience. Dana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning. Their firm serves 83 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fee Estimator
Location
Ada, MI
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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 ActivitiesSells Insurance
Dana is an insurance producer with Trilogy Financial Services since 2021, dedicating minimal time to this role. She is also an Enrolled Agent with the IRS, spending minimal time on tax preparation and representation.
Employment History
Current Registrations
Upbeat Financial
Previous Registrations
Cornerstone Investment Advisors, LLC
LPL Financial LLCBroker
Trilogy Capital, INC.
National Planning CorporationBroker
State Registrations2 states
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.