Edwards Premier Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides portfolio management and financial planning primarily for individual investors and, occasionally, small businesses and non‑profits. Services include discretionary and non‑discretionary portfolio management, comprehensive written financial plans, annual plan reviews, and separate planning consultations.
The investment approach combines fundamental and technical analysis and is tailored to client objectives, using strategies that range from passive fixed‑income and index allocations to active positions in stocks, ETFs, mutual funds, options and margin; the firm may also, in rare instances, recommend private placements or engage in higher‑frequency trading. The adviser typically seeks discretionary trading authority for efficient execution but will provide recommendations for clients who prefer to enter transactions themselves, and reviews client accounts on a daily basis.
Notable differences from many peers include that the firm’s advisers are also licensed to sell life insurance and may receive insurance commissions in addition to advisory fees, a conflict the firm discloses to clients and for which it requires client awareness. The firm also directs clients toward a low‑cost custodian that provides proprietary research tools and commits to delivering comprehensive written plans on an expedited timetable, practices that are less common among similarly sized independent advisers.
Client services
Expertise
Fee options
Comprehensive Financial Plan: $1,500 fixed fee; Annual Financial Plan Review: $500 fixed fee
Under $100,000 - $100,000: 3.5% per annum $100,001 - $500,000: 3.0% per annum $500,001+: 2.5% per annum
Insurance commissions paid to investment advisor representatives, disclosed and separate from advisory fees.
Separate Financial Planning Consultations: $150 per hour
Account minimum: $20,000 for individuals (portfolio management); $50,000 for small businesses and non-profits (portfolio management); financial planning services have no minimum stated
Main office
Bellwood IL
Advisors at this office
1
Most active in
Illinois · Texas
Also doing business as
Edwards Investments · Edwards Premier Financial · Edwards Premier Financial Corporation · Edwards Premier Investment Corporation
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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