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Featured Advisor

Srbo Radisavljevic
Managing Principal/Investment Advisor

Edge Portfolio Management


State: IL

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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October 23, 2014 Millionaire Fact of the Day




October 23, 2014 Fact of the Day:  Who are the $25 Million Plus Investors in the U.S.?



Who are the wealthiest households in the U.S.?  The largest percentages are made up of Entrepreneurs and Business Owners. A slightly smaller percentage (just less than a third) is Professionals, including Accountants, Physicians, Attorneys, and Dentists.  Senior Corporate Executives and Senior Managers represent another large group at corporations.  Professional Athletes and Entertainers represent only 3 percent.  About 30 percent of the wealthiest households attribute some of their wealth to Inheritance.  The largest percentage believes they achieved their wealth due to Hard Work.



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