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Featured Advisor

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

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March 12, 2015 Millionaire Fact of the Day

March 12, 2015 Fact of the Day:  What are investors looking for from their financial provider?




DID YOU KNOW THAT......most wealthy investors think it is important for their financial services provider to also offer an asset management account?






In fact, 71 percent of those with more than $5 million of net worth find "great value" in their financial provider also offering an asset management account.  In fact, about 31 percent of all investors said they would change financial firms if an asset management account was not available.  In fact, investors are becoming increasingly interested in the concept of "one-stop shopping".  Having a firm in which all of their financial services...including tax planning, investments, brokerage, and trust are all in one a relatively new concept and not offered in many places.  Almost half investors are interested in this concept....especially those with between $500,000 and $1 million.

If you are interested in an advisor that offers "one stop shopping"...check out our Best Advisors.