Edward Downey Jr.
Advisor at DFG Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at DFG Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Bartlett, IL 60103
Credentials
Series 63, Series 65
Industry experience
17 years
Edward Downey is a financial advisor at DFG Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Advisors Excel and Downey Financial Group, Inc. since 2011 and 2003, respectively. In addition to his advisory work, he is involved in fixed insurance sales and tax preparation through Downey Financial Group, Inc. DFG Wealth Management provides investment management and financial planning primarily to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis with active portfolio management strategies, offering discretionary in-house portfolios and referrals to third-party managers.
Based on DFG Wealth Management, LLC
Based on DFG Wealth Management, LLC
Fixed financial planning fees from $1,000 to $4,000 depending on planning services
$0 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001+: 1.00%
Between $100 and $150 per hour
Account minimum: $100,000 Fee-only: Fixed fees ranging from $1,000 to $4,000 depending on services; hourly fees $100 to $150 per hour
806 W. Bartlett Road
Bartlett, IL 60103
Illinois · Texas
Advisors Excel
2011 - Present (15 years)
DFG Wealth Management, LLC
2011 - Present (15 years)
Downey Financial Group, Inc. (formerly known as DTAG Group, Inc.)
2003 - Present (23 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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