Joshua Szafranski is a registered investment advisor at Edgewater Pro Sports Financial, based in Avon, OH. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 459 clients with $180M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
459 clients
Average Client Portfolio
$392K average
Assets Under Management
$180.0M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual wealth management fee is a flat fee of 1.50%, as agreed upon in the client contract. The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
36855 American Way, Suite F, Avon, OH, 44011
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
November 2017Final Disposition
Employment History
Current Registrations
Edgewater Pro Sports Financial
March 2025 - Present · 1 yr 2 mos
State Registrations1 state
OH
Advisor
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.
Exams
No exam information available for this advisor.