Edmond Griffin is a CFA-designated registered investment advisor at Apex Investment Group, based in Needham, MA. Edmond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 526 clients with $210M 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 $500K | 1.25% |
| $500K - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $20.0M | 0.35% |
| $20M+ | 0.35% |
Fees for accounts over $20,000,000 are negotiable at the sole discretion of the firm. Certain clients may be on legacy fee arrangements.
Fee Estimator
Location
117 Kendrick St, Suite 300, Needham, MA, 02494
Get directionsHistory
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 →Employment History
Current Registrations
Apex Investment Group
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.
Exams
More Advisors
- James Griglun, CFPMML Investors Services, LLC
- Michael Gross, CFP, PFSRising Tides Financial, LLC
- Richard Allred, CFA, CFPCommonwealth Financial Network
- Jierui Shen, CFPTransglobal Advisory, LLC
- Anastasia Canty, CFAT. Rowe Price Associates, INC.
- Jonathan Preston, CFPMML Investors Services, LLC