Edward Flesch
Edward Flesch is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Decatur, IL, with 45 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 236,191 clients with $200B 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 | 1.00% |
Maximum annual fee rate for the Summit Program is up to 1.00% of assets under management. Other programs have separate fee schedules detailed in respective program brochures. Fees are generally negotiable.
Fee Estimator
Location
415 N. Franklin, Decatur, IL, 62523
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2000Other Business Activities
Edward owns rental property in Monroe County, Illinois, spending minimal time on it. He also owns a farm in Shelby County, Illinois, dedicating minimal time to it as well.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Rowland, Simon & CO.Broker
R. Rowland & CO., IncorporatedBroker
State Registrations18 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.
Exams
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