Edward George Rainford

Glacierwealth

22 Years of Experience

2 Disclosures

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net Worth

Glacierwealth

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

1 advisor

Number of Clients

48 clients

Average Client Portfolio

$824K average

Assets Under Management

$39.5M

Fee Structure

Minimum Investment:$1M

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	2.00%
$1M+	1.00%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

643 Denver St, Ste 100, Whitefish, MT, 59937

Get directions

History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

August 2015

Final

Customer Dispute

June 2009

Settled

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Glacierwealth

September 2004 - Present · 21 yrs 5 mos

Previous Registrations

Morgan Stanley Dw INC.Broker

October 2000 - July 2001 · 9 mos

New England SecuritiesBroker

December 1998 - November 1999 · 11 mos

State Registrations4 states

IDMTORTX

Advisor

Exams

No exam information available for this advisor.