Edward Yale is a CFA-designated registered investment advisor at Strategic Financial Concepts, LLC, based in San Angelo, TX, with 9 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 3,290 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees may be negotiable based on individual client circumstances. Managed accounts may be subject to an account maintenance fee of $15.00 per quarter for accounts valued lower than $75,000 depending upon the custodian.
Fee Estimator
Location
36 West Beauregard Avenue, Suite 720, San Angelo, TX, 76903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Edward performs non-investment-related livestock management duties for a family ranching operation, dedicating minimal time to this activity. He is also an approved Co-Trustee for an Irrevocable Trust for planning and fund management.
Employment History
Current Registrations
Strategic Financial Concepts, LLC
Previous Registrations
Sonora Financial Management, LLC
State Registrations1 state
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