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Featured Advisor



Srbo Radisavljevic
Managing Principal/Investment Advisor

Edge Portfolio Management

City:Northbrook

State: IL



BIOGRAPHY:
At Edge, a low client to advisor ratio allows for personal and customized service for each individual.  Our goal is to work as a team for each client to provide not only portfolio management but wealth coordination and financial planning.  We make every effort to have frequent communication with our clients and to provide timely response to calls and emails.  I also enjoy spending time with my wife and three kids, following Chicago sports, enjoying ethnic cooking, and serving as a school board member for Norridge School District 80.

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Advisor Client Rating

Millionaire Corner’s Best Financial Advisors service has client reviews on 111 advisors affiliated with Merrill Lynch, and those advisors have an overall satisfaction rating of 4.42 on a five-point scale. More than 2,100 financial advisors are rated by clients on the Millionaire Corner service.

The financial advisors listed on Best Financial Advisors are rated by their clients on four categories: overall satisfaction, knowledge and expertise, responsiveness to requests, and recommendations and advice.

Spectrem Group researches overall satisfaction of investors and finds that Millionaire investors with a net worth between $1 million and $5 million (Not Including Primary Residence) are satisfied with their advisor’s knowledge and expertise (78 percent) but satisfaction in their advisor’s responsiveness to requests is dropping (down to 79 percent after being at 82 percent in 2009). Overall satisfaction among that wealth segment is at 73 percent.     

To access the Best Financial Advisors ratings, click here, or on the yellow tab above. You can see all of the ratings or discover if your advisor is on the site. If your advisor is not listed, have them email Eric McDonald at emcdonald@millionairecorner.com.