Edward Aufman is a CFP-designated registered investment advisor at Aufman Associates INC, based in Sewickley, PA, with 26 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 245 clients with $860M 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 $1.0M | 1.13% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.58% |
| $5.0M - $8.0M | 0.28% |
| $8M+ | 0.27% |
Minimum annual fee of $6,000. Family member accounts may qualify for a waiver of the minimum annual fee with a fee based on productive assets of 1.25%.
Fee Estimator
Contact
Edward Aufman
Location
2200 Georgetown Drive, Suite 401, Sewickley, PA, 15143
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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 →Employment History
Current Registrations
Aufman Associates INC
State Registrations1 state
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
Additional Information
Ed is President of Aufman Associates Inc. and directs the financial planning and management functions of the firm.