EC
CFP
EC
CFP

Edzai Chimedza

4 Years of Experience
Plantation, FL

Edzai Chimedza is a CFP-designated registered investment advisor at Tobias Financial Advisors, based in Plantation, FL, with 4 years of industry experience. Edzai operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Divorce Planning, Estate Planning, and 7 more. Their firm serves 347 clients with $890M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
347 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$892.2M

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$12,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $4.0M0.85%
$4.0M - $6.0M0.65%
$6.0M - $8.0M0.50%
$8M+0.35%

This fee schedule is for the Wealth Management Service. There is a minimum quarterly fee of $3,125, which equates to $12,500 annually; fees are negotiable.

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

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Edzai Chimedza

Location

1000 S. Pine Island Road, Suite 450, Plantation, FL, 33324

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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
Tobias Financial Advisors
September 2021 - Present · 4 yrs 7 mos
State Registrations2 states
FLTX
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.
Additional Information

Edzai Chimedza, CFP® serves as a Wealth Advisor. Born in Guyana and raised in Zimbabwe, Edzai came to the United States to pursue a degree in biology. He ended up switching to economics, earning a bachelor’s degree from Florida State University, followed by a master’s degree from Florida Atlantic University.

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Edzai Chimedza