Edward Cabooter is a CFA-designated registered investment advisor at Blsh Wealth Management, based in Plano, TX, with 4 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.70% |
| $25M+ | 0.65% |
Fees are generally negotiable.
Fee Estimator
Location
6500 International Pkwy, Ste 2050, Plano, TX, 75093-8222
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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 is the manager and owner of Double Trouble Consulting LLC, a small privately owned business providing consulting assignments. He dedicates minimal time to this activity.
Employment History
Current Registrations
Blsh Wealth Management
Previous Registrations
Fisher Investments
State Registrations1 state
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