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Edward Kaganov

20 Years of Experience
Washington, DC
Broker

Edward Kaganov is a registered investment advisor at Folger Nolan Fleming Douglas Incorporated, based in Washington, DC, with 20 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 471 clients with $860M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
21 advisors
Number of Clients
471 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$857.7M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.30%

The annual advisory fee is 0.30% on equity positions and 0.10% on fixed income positions (and no management fees on cash or cash equivalent positions, including U.S. Treasuries). Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

725 15th Street N.W., 2nd Floor, Suite 200, Washington, DC, 20005-2109

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Folger Nolan Fleming Douglas Incorporated
May 2007 - Present · 18 yrs 11 mos
Folger Nolan Fleming Douglas Incorporated
November 2005 - Present · 20 yrs 5 mos
Folger Nolan Fleming Douglas IncorporatedBroker
November 2005 - Present · 20 yrs 5 mos
State Registrations8 states
CODCFLGAMAMDMOVA
AdvisorBrokerBoth

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.