Edward Dove is a registered investment advisor at Esd Advisory Services INC, based in South Orange, NJ, with 12 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 23 clients with $42M 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 | 0.50% |
Fees are negotiable. Fee will not exceed 1% of portfolio value. For example, a portfolio comprised of 100% fixed income securities may be charged a reduced management fee.
Fee Estimator
Location
627 Mountain Drive, South Orange, NJ, 07079
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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 Activities
Edward prepares income tax returns and is the president of ESD Advisory Services, Inc., a registered investment advisor.
Employment History
Current Registrations
Esd Advisory Services INC
Previous Registrations
Lincoln Financial Advisors Corporation
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.