Edward H Prince

Moloney Securities Asset Management LLC

21 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Moloney Securities Asset Management LLC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

70 advisors

Number of Clients

2,362 clients

Average Client Portfolio

$588K average

Assets Under Management

$1.4B

Fee Structure

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	2.00%
$1.0M - $2.0M	1.75%
$2M+	1.50%

Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

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

Estimated Annual Fee

—

Location

13537 Barrett Parkway Drive, Suite 300, Manchester, MO, 63021

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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.

Customer Dispute

March 2024

Settled

Regulatory

December 2015

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Edward is the majority owner of Royal Route Company, LLC, selling and servicing fixed insurance products, including term life, disability, long-term care, critical illness, and executive compensation benefits. This takes about a quarter of his time.