Edward Hadad is a CFP-designated registered investment advisor at Financial Asset Management CORP, based in Chappaqua, NY, 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 Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 203 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FAM offers investment management services for a fee based on the amount of assets under management. In some cases, legacy clients are charged based on assets under management ranging from 0.60% to 1.00% annually. The fee is prorated for each capital contribution and withdrawal made during the applicable calendar quarter.
Location
26 South Greeley Ave, Chappaqua, NY, 10514
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Financial Asset Management CORP
State Registrations1 state
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