Chad Edmonson is a CFA-designated registered investment advisor at Lee-Way Financial Services, INC, based in Hattiesburg, MS, with 10 years of industry experience. Chad 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 108 clients with $130M 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 $500K | 0.65% |
| $500K+ | 0.50% |
Asset management fees are generally negotiable. The annual fee will never exceed 1% of a client’s assets under management.
Fee Estimator
Location
1711 South 28th Avenue, Hattiesburg, MS, 39402
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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 →Other Business Activities
Chad is involved in various real estate and business investments, including roles as Vice President of the MSMS Foundation and President of Friends of MSMS. These activities, along with his involvement in multiple LLCs and a church finance committee, take up to a few hours per week of Chad's time.
Employment History
Current Registrations
Lee-Way Financial Services, INC
State Registrations3 states
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.