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How does the advisor help clients – Key Takeaways:
Founded in 1986, EDISON PARTNERS MANAGEMENT, LLC is a financial management firm that provides expert services to clients. The company’s team of financial advisors offers personalized solutions to help clients achieve their financial goals and secure their financial future.
With years of experience in the financial industry, the advisors at EDISON PARTNERS MANAGEMENT, LLC have the expertise and knowledge to guide clients through various investment options and create customized financial plans. They work closely with clients to understand their unique financial needs and develop strategies to help them reach their goals.
Here are some key takeaways on how the financial advisors at EDISON PARTNERS MANAGEMENT, LLC help their clients:
- Provide expert financial advice and guidance
- Create personalized financial plans tailored to individual needs
- Offer access to a wide range of investment options
- Monitor and adjust financial plans as needed
- Educate clients on financial matters and market trends
Facts and Insights
As of 2019, EDISON PARTNERS MANAGEMENT, LLC has over $3 billion in assets under management and employs a team of over 50 experienced financial advisors. With over 30 years in the financial industry, the company has gained valuable insights and expertise, making them a trusted financial advisor for clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1986 | $3 billion | 50+ |
Financial Services Offered
EDISON PARTNERS MANAGEMENT, LLC offers a wide range of financial services, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Wealth management
Client Types
The financial advisors at EDISON PARTNERS MANAGEMENT, LLC work with a diverse range of clients, including individuals, families, small businesses, and institutions. They have the expertise to understand each client’s unique needs and provide customized solutions to help them achieve their financial goals.
Fees & Compensation
At EDISON PARTNERS MANAGEMENT, LLC, advisors are compensated through a fee-based structure, ensuring they have the clients’ best interests in mind when making financial recommendations. Fees are based on a percentage of assets under management, so the firm’s success is directly tied to the success of their clients.
Background
EDISON PARTNERS MANAGEMENT, LLC was founded in 1986 with the goal of helping clients achieve financial success. The company has grown over the years and has become a trusted name in the financial industry. With a team of experienced financial advisors and a wide range of financial services, the firm is dedicated to helping clients secure their financial future.
Financial Advisor Disclosures to Know
It’s important to note that EDISON PARTNERS MANAGEMENT, LLC is a registered investment advisor and is held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests. The firm also has a strict Code of Ethics and Disclosures which outlines their commitment to honesty, transparency, and client confidentiality.