Edmund Winkle is a registered investment advisor at Dlk Investment Advisors, LLC, based in Mercer Island, WA, with 3 years of industry experience. Edmund operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 9 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $6.0M | 1.00% |
| $6M+ | 0.85% |
Fees are negotiable. Lower fees have been paid under former pricing schedules.
Fee Estimator
Location
7525 SE 24th Street, Suite 410, Mercer Island, WA, 98040
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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.
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Edmund is a professor at the Foster School of Business at the University of Washington, dedicating about half of his time to this role. Half of those hours are during trading hours.
Employment History
Current Registrations
Dlk Investment Advisors, LLC
Previous Registrations
Dlk Investment Management
State Registrations1 state
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.