A complete list of active advisors currently associated with Edwards Financial & Insurance Services
Warmer can help you find a great advisor at Edwards Financial & Insurance Services or one who fits your needs even better.
Edwards Financial & Insurance Services provides investment advisory services and comprehensive financial planning for individual retail clients, operating model portfolios built with low-cost ETFs and mutual funds under continuous supervision. The firm reports roughly $4.3 million in assets under management across about 157 client relationships and does not impose an account minimum. The firm relies on fundamental analysis to construct and maintain model portfolios and implements those models on a discretionary basis, with periodic reviews and adjustments for material sector, policy, or global events. Financial planning services include retirement and estate planning, college savings, cash management and insurance reviews, and clients receive written or electronic financial plans when engaged. Noteworthy differences from many peers include that a principal is a licensed insurance agent and the firm sells insurance products for commissions paid by carriers that are separate from advisory fees, a disclosed conflict of interest. EFIS also requires clients to use its recommended custodian (does not accept directed brokerage), does not vote client proxies, will not provide written portfolio reports to investment management clients, and operates with a relatively small AUM-to-client ratio.
To learn more about the advisors currently working at Edwards Financial & Insurance Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Helotes, TX
| 5
| |
Helotes, TX
| 6
|
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