Edward Lavin is a CFA-designated registered investment advisor at Sawyer Falduto Asset Management, LLC, based in Elmhurst, IL, with 7 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 478 clients with $730M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
The annual program fee is negotiable but will not exceed 0.80% and is charged quarterly in arrears. The Program fee varies depending upon various objective and subjective factors.
Fee Estimator
Location
589 S. York Street, Elmhurst, IL, 60126
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sawyer Falduto Asset Management, LLC
State Registrations1 state
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