Edgar Benitez is a registered investment advisor at Wave Wealth, based in Tampa, FL, with 1 years of industry experience. Edgar 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 16 clients with $1.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wave Wealth charges an annual management fee ranging from 0.70% to 2.0% of your portfolio, depending on the investment strategy and account size. The average fee is around 1.0%. There is a $500 minimum annual fee. They may also charge a $120 administrative fee for opening new accounts. Fees may be negotiable.
Location
15310 Amberly Dr, #210, Tampa, FL, 33647
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Edgar works as a tax and financial strategy analyst for individuals and businesses through Wave Tax & Financial Solutions since January 2023. This non-investment related activity takes about half of his time.
Employment History
Current Registrations
Wave Wealth
State Registrations1 state
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