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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 9, 2014 Millionaire Fact of the Day

Since the financial collapse of 2008/2009 overall satisfaction of Millionaires with their advisors has increased.  Younger investors are often the least satisfied with their advisors.  Younger investors are less satisfied because their relationship with their advisor is newer and also they haven't experienced as many market cycles which makes them more more demanding.

 

Watch the Fact of the Day video here