ED
ED

Edward Hugo Stanley Deane

1 Year of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
43 advisors
Number of Clients
914 clients
Average Client Portfolio
$434K average
Assets Under Management
$396.9M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M2.75%
$5M+1.00%

All fees are negotiable based upon AUM tier level at our sole discretion.

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

Location

One Glenlake Parkway, Suite 650, Atlanta, GA, 30328

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Beacon Global Advisor Network, LLC
November 2024 - Present · 1 yr 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Edward Hugo Stanley Deane - Financial Advisor | TrueAdvisor