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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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September 16, 2014 Millionaire Fact of the Day


 

September 16, 2014 Millionaire Fact of the Day

 

Full Service Brokers have remained the advisor of choice for more than a decade.  This trend may shift in the future, however, as younger investors under the age of 34 are showing they are less likely to use brokers.  With advisors and investors both moving towards more holisitic approach, it will be interesting to see what happens in the future.