Lynne Mallory is a CFA-designated registered investment advisor at Edgewater Asset Management, based in Virgina Beach, VA, with 22 years of industry experience. Lynne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.50% |
| $2.5M+ | 0.25% |
Fees are negotiable. Edgewater Asset Management reserves the right to increase or decrease the minimum account size it will accept.
Fee Estimator
Location
5244 Shenstone Circle, Suite 200, Virgina Beach, VA, 23455
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Edgewater Asset Management
State Registrations1 state
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