Advisor at Financial Asset Management Corp
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Firm
Financial Asset Management Corp
Location
Chappaqua, NY 10514
Credentials
CFP®
Industry experience
4 years
Edward Hadad is a CFP® professional with four years of industry experience, currently serving as an advisor at Financial Asset Management Corp since 2020. Prior to this, he worked at the Institute for New Economic Thinking from 2014 to 2020. Financial Asset Management Corporation advises individuals, high-net-worth clients, small business owners, and certain pension and profit-sharing plans, providing financial planning, consulting, and investment management services. The firm employs a combination of fundamental and cyclical analysis to guide model portfolios and utilizes third-party Independent Managers to actively manage client assets.
Based on Financial Asset Management Corp
Based on Financial Asset Management Corp
$0 - $750,000: Initial Planning Fee $4,400; Quarterly Fee $2,200 $750,001 - $1,000,000: Initial Planning Fee $5,000; Quarterly Fee $2,500 $1,000,001 - $1,250,000: Initial Planning Fee $5,600; Quarterly Fee $2,800 $1,250,001 - $1,500,000: Initial Planning Fee $6,200; Quarterly Fee $3,100 $1,500,001 - $1,750,000: Initial Planning Fee $6,800; Quarterly Fee $3,400 $1,750,001+: Additional $600 Initial Fee and $300 Quarterly Fee for each $250,000 increase over $1,750,000
Account minimum: $750,000 Minimum fee: Initial Planning Fee starting at $4,400 for up to $750,000 Investable Assets; Quarterly Fee starting at $2,200 for up to $750,000 Investable Assets Fee-only: Fixed initial and quarterly fees as per tiered schedule; some legacy clients charged 0.60% to 1.00% annually AUM fees
26 South Greeley Ave
Chappaqua, NY 10514
New York
Financial Asset Management Corp
2020 - Present (6 years)
Institute for New Economic Thinking
2014 - 2020 (6 years)
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Lawyer
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Real estate agent
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Other specialized services
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