Dan Edwards Investment Advisory Services provides portfolio management services, helping clients identify investment objectives and match them with suitable portfolios. Dan Edwards specializes in helping clients plan for retirement, determining their yearly living expenses and income sources to fill any gaps. He primarily invests in Vanguard mutual funds and tailors his advice to each client's unique needs and goals.
Assets Under Management$5.3M
Clients5
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$5.3M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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