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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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What do Millionaires Seek from Advisors?

Service expectations lead the list

While 99% of investors expect their financial advisor to be honest and trustworthy, they also expect a return phone call within the same day. Email expectations are similar, but not quite as demanding.

In research recently conducted with Millionaire investors, Spectrem Group found that while most individuals are satisfied with their advisors (72%), they have relatively high expectations regarding service.

Honest and Trustworthy are at the top of the list, but “transparency” and “keeping me informed” are also important to 96% of Millionaires. Ninety percent will look at the investment track record and the depth of services available. Fees and commissions are important to 83% and website services are critical to 65%. Being associated with a well-known brand or company is important to 66%.

The most common reason for firing an advisor is failure to return a phone call(73%) while only 57% would fire an advisor for failing to provide good ideas and advice.

As far as timeliness of responses? Seventy two percent expect a return phone call within the same day, with 14% expecting a response within an hour. Only fifty six percent expect their email returned the same day, with only 8% expecting a response within an hour.