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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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Advisor Client Rating

When an investor employs an advisor, they do so with the expectation that the advisor knows more about the subject of investing than they do.

Therefore, when investors rate their advisors, the rating of knowledge and expertise is a key factor in determining the quality of the advisor’s services.

In Spectrem’s recent research, Mass Affluent investors with a net worth between $100,000 and $1 million rate highly the knowledge and expertise of their advisors. In the report Advisor Relationships and Changing Advice Requirements, 76 percent of Mass Affluent investors approved of their advisor’s knowledge and expertise, a rating that was higher than those for overall satisfaction and responsiveness.

Similar information is available on any of the more than 2,500 advisors rated on Millionaire Corner’s Best Financial Advisors service, where clients rate their advisors in four categories on a five-point scale.

For instance, there are 145 advisors affiliated with Merrill Lynch rated on the Best Financial Advisors service, and they have an overall rating of 4.43 with a rating for knowledge and expertise of 4.51. 

Advisors are also rated on BFA for responsiveness and planning and advice.

To access the Best Financial Advisors ratings, click here, or on the yellow tab above. You can see all of the ratings or discover if your advisor is on the site. If your advisor is not listed, have them email Eric McDonald at emcdonald@millionairecorner.com.