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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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March 27, 2015 Millionaire Fact of the Day

March 27, 2015 Fact of the Day:  When did wealthy investors learn about their inheritance?

 

DID YOU KNOW THAT….. 18% of wealthy investors had no knowledge of their parents income until after their parents passed.  25% of 25 million plus investors did not know the income of their parents until after their parents passed.  36% of investors indicated that their parents never told them about their assets.