Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
43 advisors
Number of Clients
914 clients
Average Client Portfolio
$434K average
Assets Under Management
$396.9M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M2.75%
$5M+1.00%

All fees are negotiable based upon AUM tier level at our sole discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1st Floor AMA Africa House, 193 Bryanston Dr., Johannesburg

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Ian is a 100% shareholder in XL Property Management Pty in South Africa, a residential property management company, since 2016. He dedicates minimal time to general oversight of his personally owned apartment's rental management.

Employment History
Current Registrations
Beacon Global Advisor Network, LLC
May 2021 - Present · 4 yrs 9 mos
Previous Registrations
Austen Morris Associates North America
June 2023 - December 2023 · 6 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Ian Murray Edwards - Financial Advisor | TrueAdvisor