Robert Edwards
Robert Edwards is a registered investment advisor at Edwards Financial & Insurance Services, based in Helotes, TX, with 6 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 150 clients with $3.5M 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 $50K | 1.45% |
| $50K - $100K | 1.25% |
| $100K - $250K | 1.00% |
| $250K+ | 0.90% |
The annual fees are negotiable.
Fee Estimator
Location
Helotes, TX
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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
Robert is employed as a sales manager with Amdocs since July 2020. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Edwards Financial & Insurance Services
Previous Registrations
Verity Asset Management
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.