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Edward Schuh
8 Years of Experience
Costa Mesa, CA
1 DisclosureSells Insurance
Edward Schuh is a registered investment advisor at Inception Financial Services, based in Costa Mesa, CA, 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, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 67 clients with $20M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
67 clients
Average Client Portfolio
$301K average
Assets Under Management
$20.2M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3420 Bristol St. Ste 600, Costa Mesa, CA, 92626
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2024Pending
Other Business ActivitiesSells Insurance
Edward is an independent licensed insurance agent.
Employment History
Current Registrations
Inception Financial Services
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Alphastar Capital Management, LLC
April 2017 - January 2023 · 5 yrs 9 mos
State Registrations3 states
CACOTX
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.