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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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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.