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Ed Meek

Edge Portfolio Management, LLC

1776 Naperville Road Ste. 102A

Wheaton, IL 60189
(630) 2211000

About Edge Portfolio Management, LLC

Edge Portfolio Management was founded in 2005 with the mission to identify and implement today's most innovative financial planning and investment strategies for a select group of high net worth clients. We connect our clients to all areas of financial help, not just investment management. Taxes, estate planning, income planning, medicare, and insurance are just some of the topics we cover with the families that we work with. Since we serve fewer clients than most advisors, we are able to provide a high level of personal service customized to help you achieve your financial goals.

General Information

Firm Start Year

2005

CRD#

2246630

Firm CRD#

136426

Name of Custodial Firm

TD Ameritrade, Fidelity

Years of Experience in Financial Services

25

Number of Years with Current Firm

14

I work with the following types of clients

Individual Investors, Businesses

Services

Investment Types

Options, Mutual Funds, Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs), Alternative Investments

I can meet clients in the following ways

Via email, At my office, Video Conference, At your office, At your home, Via phone

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, CERTIFIED FINANCIAL PLANNER" Certificant

Securities Licenses

Series 66

Insurance and Annuity Licenses

Annuity, Disability, Life, Long Term Care

Financial Organization Memberships

Paladin Registry

Firm Information

Firm's Number of Clients

110

Assets Managed by Firm

$215,000,0000

Compensation and Fees

Fee Structure

Commissions Only

Compensation Methods