Edward Wetherell is a registered investment advisor at Capitol Securities Management, INC., based in Leesburg, VA, with 34 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,745 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CSM charges a percentage of your portfolio each year for investment advisory advice. The maximum advisory fee is 2.0% per year. The fee is paid in advance, on a quarterly or monthly basis. The amount you pay will reduce any money you make on your investments. CSM also offers wrap fee programs where the fee includes investment advisory services and brokerage execution costs. The maximum wrap fee is 2.0% per year.
Location
28 W Market Street, Leesburg, VA, 20176
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Edward is doing business as Virginia Managed Investments, Inc. He is also a limited partner providing advice to Global Polishing Systems, LLC, owns several investment properties, owns a commercial office townhouse through 28 West Market Street LLC, and is the executor of the Estate of Dr. Carol Vervain Evans, dedicating about a quarter of his time to the estate.
Employment History
Current Registrations
Capitol Securities Management, INC.
Capitol Securities Management, INC.Broker
Previous Registrations
New England SecuritiesBroker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.