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Featured Advisor

Ed Meek
CEO/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, playing and following basketball, playing golf, and participating as an advisory board member for Breakthrough Urban Ministries.

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September 15, 2014 Millionaire Fact of the Day


Fact of the day


Nearly 1/3 of Millionaires consider themselves to be Event-Driven advisors.  Which means they only use an advisor for specialized needs.  An event can be retirement, divorce, kids going to college.  Twenty-nine percent identify themselves as Advisor-Assisted, just over 1/4th are Self-Directed.