Matthew Edgar is a CFA-designated registered investment advisor at Edgar Investment Management, LLC, based in Houston, TX, with 14 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 33 clients with $8.9M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
All fees are subject to negotiation.
Fee Estimator
Location
12246 Queenston Blvd, Suite F, Houston, TX, 77095
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Matthew is a CPA and owner at Edgar and Edgar CPAs, LLC, providing accounting and tax services, and spends minimal time on this. He also owns Heideff, LLC, a short-term rental property, dedicating a few hours per week, and is a member of MaMiJo 1, LLC, a passive real estate investment firm, spending minimal time on this.
Employment History
Current Registrations
Edgar Investment Management, LLC
State Registrations1 state
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