Dias, Edward J.

Fee-Only (% of Portfolio)Fixed/Hourly

Edward J. Dias is a sole proprietorship offering corporate retirement plan consulting to employers and employees, helping with plan design, installation, maintenance, and employee education. They also provide investment supervisory services, creating investment policy statements based on client income, tax levels, and risk tolerance to select suitable portfolios. Investment advice is generally limited to mutual funds.

Assets Under ManagementN/A
Clients9
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
One-Time Plan:$1,000 - $5,000
Hourly Rate:$150/hr
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Location

1 Advisors at this firm