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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 17, 2015 Millionaire Fact of the Day

March 17, 2015 Fact of the Day:  Majority of Investors Seek Help From These Professionals




DID YOU KNOW THAT……the largest percentages of investors use a Financial Advisor to assist them to some extent.  In fact, 81 percent of investors with more than $1 million use a financial advisor as well as 68 percent of those with more than $100,000







The amount of assets they actually allocate to that advisor to manage varies somewhat.  Ultra wealthy investors indicate that they still manage 48 percent of their investments on their own with no input from an advisor.  In contrast, those with less than $1 million indicate that they invest 59 percent of their assets without the help of an advisor.

If you would like to use the services of a professional advisor for all or part of your assets….check out our Best Advisors.