Edward Scherer
Edward Scherer is a registered investment advisor at Raymond James & Associates, INC., based in Athens, GA, with 46 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.
Fee Estimator
Location
2470 Daniels Bridge Road, Bldg 100 Ste 151, Athens, GA, 30606
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2012Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations46 states
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
- John SlighRaymond James & Associates, INC.
- Louis Pappas, CFPCannon Financial Strategists, INC.
- Randall Christian, ChFCRchristianfinancial Consultants, LLC "the Clients Fiduciary"
- Benjamin Jacobs-Nichelson, CFPFully Financial
- Amelia Ostenson, CFPMariner Independent
- Emily Stephenson, CFPElwood & Goetz