Edward Wilcox is a CFA, CFP-designated registered investment advisor at Rollins Financial Advisors, LLC, based in Atanta, GA, with 18 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,011 clients with $1.4B 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 $50K | 1.50% |
| $50K - $100K | 1.25% |
| $100K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Minimum portfolio size and annual fees may apply, but are negotiable. Specified rate applies only to assets in that tier. It is RF’s policy is to include all related client accounts, specifically the accounts of direct family members sharing the same residence address, for purposes of determining a client’s market value of assets.
Fee Estimator
Location
3343 Peachtree Road Ne, Suite 500, Atanta, GA, 30326
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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
Rollins Financial Advisors, LLC
Previous Registrations
Rollins Financial INC
State Registrations1 state
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