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Featured Advisor



Ed Meek
CEO/Investment Advisor

Edge Portfolio Management

City:Winfield

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

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September 22, 2014 Millionaire Fact of the Day

 

 

 

September 22, 2014 Millionaire Fact of the Day:  What is the Most Valuable Attribute of a Financial Advisor?

  

Personality and trust trump fees.  Millionaires tend to value characteristics like honesty, trustworthy and transparency the most.  Overwhelmingly the most important characteristic when choosing a financial advisor is trust.  If they meet someone that they don't think they can trust, they are unlikely to use that advisor.  So how do you decide to trust someone?  Referrals from family and friends, ratings like those on our Best Advisor Service and personal chemistry.