Stanley Edgell
Stanley Edgell is a registered investment advisor at Strategic Planning, INC., based in Columbus, OH, with 22 years of industry experience. Stanley 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, High Net Worth, and 4 more. Their firm serves 552 clients with $320M 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 $100K | 1.15% |
| $100K - $250K | 1.05% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.95% |
| $2.5M - $3.5M | 0.90% |
| $3.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.75% |
Certain clients may be subject to negotiated fee amounts that are different from those reflected in the fee schedule. The Wrap Fee Program fee for ongoing investment advisory services is a single, all-inclusive fee that compensates SPI for investment advisory services and also covers custody transaction fees and costs.
Fee Estimator
Location
7730 Olentangy River Road, Columbus, OH, 43235
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2003Customer Dispute
September 1998Other Business ActivitiesSells Insurance
Stanley is the owner/vice president of Diversified Planning LLC, managing time shares and business interests, dedicating about 10-20% of his time. He is also the president of Planned Financial Services of Ohio, managing real estate, dedicating about 10-20% of his time, and is a licensed life/health insurance agent.
Employment History
Current Registrations
Strategic Planning, INC.
Previous Registrations
Strategic Planning, INC.
On Investment Management CO
NFP Securities, INC.
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.