Edward Rainford is a registered investment advisor at Glacierwealth, based in Whitefish, MT, with 23 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 48 clients with $40M in assets under management.
Compensation
Fee-Only (% of Portfolio)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
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.00% |
GlacierWealth's advisory fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
643 Denver St, Ste 100, Whitefish, MT, 59937
Get directionsHistory
Regulatory History (2)
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Regulatory
August 2015Final
Customer Dispute
June 2009Settled
Employment History
Current Registrations
Glacierwealth
September 2004 - Present · 21 yrs 7 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
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.
Exams
No exam information available for this advisor.