Commonwealth Asset Management Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$18,303,555
Clients
75
9% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
75
Very HighAverage account size
$244,047
About
Commonwealth Asset Management Group LLC provides discretionary investment management and financial planning services to individual and high-net-worth clients, including retirement-account advice and consulting on rollovers. The firm constructs customized portfolios and offers ongoing supervision designed to align with each client’s stated goals, risk tolerance and financial circumstances.
The firm’s investment approach is primarily long-term but allows for shorter-term trading to rebalance or respond to market conditions, using both fundamental and technical analysis in its security selection. Portfolios may include individual equities, fixed income, mutual funds, ETFs (including inverse ETFs), options and other derivatives, and the firm conducts internal due diligence before recommending these instruments or employing cash positions as hedges.
Distinctive features relative to peers include the explicit use of derivatives and inverse ETFs within separately managed accounts, a practice that is uncommon among similar independent advisors. The firm’s principal also maintains an insurance license (with potential commission-based product sales) and teaches business courses at a community college, and the advisor participates in an institutional custody platform that provides technology and other economic benefits.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Fee options
Fixed fees for financial planning and consulting services, negotiable per client circumstances
$0 - $249,999: 2.00% annually $250,000 - $499,999: 1.75% annually $500,000 - $749,999: 1.50% annually $750,000 - $999,999: 1.25% annually $1,000,000 - $2,499,999: 1.00% annually $2,500,000+: 0.75% annually
Insurance commissions earned separately by Mr. Edwards as a licensed insurance professional
Financial planning services billed at $150 per hour
Fee-only: Investment management fees based on tiered AUM schedule; Financial planning fees charged hourly or fixed fee
Main office location
Commonwealth Asset Management Group LLC
10501 West Drive
Fairfax VA 22030, United States
Number of offices
1
Most active in
Commonwealth Asset Management Group LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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