Edil Llanos
Edil Llanos is a CFP-designated registered investment advisor at Gradient Wealth Management, based in Arden Hills, MN, with 10 years of industry experience. Edil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,268 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gradient Wealth Management offers non-discretionary asset management services, where they recommend securities but require your approval before any trades. The annual fee is a maximum of 2.00% of the assets they manage, but this fee is negotiable based on factors like the money manager selected, the advisor providing services, and the value of your account. The fee can be paid monthly or quarterly, either in advance or after the period. You can terminate the agreement with 30 days' notice and receive a refund for services not provided.
Location
4105 Lexington Avenue N, Suite 380, Arden Hills, MN, 55126
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Regulatory History (1)
Criminal
January 2001Other Business Activities
Edil provides a vehicle for rental purposes on the Turo car sharing platform, dedicating a few hours per week. He is also an LLC member/owner of OCL Ventures LLC, involved in woodworking and party rentals, and a manager/owner of OCL Ventures LLC, which acquires and rents real estate properties; these activities take minimal time and about 10-20% of his time, respectively.
Employment History
Current Registrations
Gradient Wealth Management
Gradient Securities, LLCBroker
Previous Registrations
Strategic Advisers LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Truist Advisory Services, INC.
Suntrust Investment Services, INC.
Truist Investment Services, INC.Broker
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.