Edward Smith is a registered investment advisor at Vertex Partners, based in Downers Grove, IL, with 3 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 819 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vertex Partners offers investment management services for an annual fee based on the value of your portfolio. The fee ranges from 0.30% to 2.00% per year, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is charged quarterly, in advance.
Location
3000 Woodcreek Drive, Suite 100, Downers Grove, IL, 60515
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Edward is a DBA for LPL business under Vertex Planning Partners and provides administrative support to Vertex Partners, an independent investment advisor firm, dedicating full-time hours to each. He also works as a head rugby coach for the Chicago Blaze Rugby Club, spending about a quarter of his time on this activity.
Employment History
Current Registrations
Vertex Partners
LPL Financial LLCBroker
State Registrations1 state
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