Edward Grudowski
Edward Grudowski is a PFS-designated registered investment advisor at Personal Financial Management, INC., based in Orland Park, IL, with 27 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 118 clients with $30M 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 $75K | 1.50% |
| $75K - $200K | 1.25% |
| $200K - $500K | 1.00% |
| $500K+ | 0.80% |
For accounts with less than $50,000, clients may choose between an hourly fee at the rate of $175.00 per hour or a fixed annual fee.
Fee Estimator
Location
Orland Park, IL
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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 is a sole proprietor CPA, providing accounting services since 1980. This activity takes about half of Edward's time.
Employment History
Current Registrations
Personal Financial Management, INC.
State Registrations3 states
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