How does the advisor help clients – Key Takeaways:
EDR INVESTMENT ADVISORS, LLC is a trusted financial expert that provides comprehensive financial planning and investment management services. With their experienced team and personalized approach, they help their clients achieve their financial goals and secure their future.
- Offers customized financial planning and investment strategies
- Provides guidance and support for a variety of financial needs
- Utilizes a holistic approach to address all areas of a client’s financial life
- Strives to build long-term relationships and create tailored solutions for each client
Facts and Insights:
EDR INVESTMENT ADVISORS, LLC was founded in 2012 and has since grown to become a reputable and successful financial advisory firm. As of 2021, they have over $500 million in assets under management and a team of 10 experienced and dedicated advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2012 | $500 million | 10 |
Financial Services Offered:
EDR INVESTMENT ADVISORS, LLC offers a wide range of financial services to help their clients reach their financial goals. These services include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- Education funding
- And more
Client Types:
EDR INVESTMENT ADVISORS, LLC works with a diverse range of clients, including individuals, families, and small businesses. They tailor their services to meet the unique needs and goals of each client, regardless of their financial situation.
Fees & Compensation:
EDR INVESTMENT ADVISORS, LLC operates on a fee-only basis, which means they do not earn commissions for recommending specific investments. This allows them to provide unbiased advice and act in their clients’ best interests. Their fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ interests.
Background:
The team at EDR INVESTMENT ADVISORS, LLC has over 50 years of combined experience in the financial industry. They are highly educated and hold various certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). They are committed to staying up-to-date on the latest industry trends and continuously improving their services.
Financial Advisor Disclosures to Know:
Before choosing a financial advisor, it is essential to understand their disclosure information, as this can impact the client-advisor relationship. EDR INVESTMENT ADVISORS, LLC has a clean record with no regulatory actions or disciplinary history, demonstrating their commitment to operating ethically and professionally.