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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 rating service allows clients to rate their advisor on four categories, including responsiveness. 

According to Spectrem’s quarterly report Advisor Relationships and Changing Advisor Requirements, 83 percent of all Ultra High Net Worth investors with a net worth between $5 million and $25 million approve of their advisor’s responsiveness to requests. However, only 66 percent of investors under the age of 55 feel that way.

Millionaire Corner’s Best Financial Advisors service allows clients to rate their advisors in four categories, including responsiveness to requests. The advisors are rated on a five-point scale, and are also rated for overall satisfaction, knowledge and expertise and recommendations and advice.

There are more than 2,500 advisors rated on the BFA service, including 213 advisors affiliated with Edward Jones (and 23 new ones have just been added). Those advisors have an overall rating of 4.47, and their responsiveness rating is 4.59.

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.