Scott Edwardson is a registered investment advisor at Edgewood Management LLC, based in New York, NY, with 2 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,351 clients with $36B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Minimum account size is $5,000,000. Wrap-fee advisory fees range from 0.50% to 0.75% and are not negotiable. Edgewood also offers performance-based fee arrangements.
Fee Estimator
Location
535 Madison Avenue, 15th Floor, New York, NY, 10022
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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
Scott is a board member of Fairfield County Bank since January 2023. He spends minimal time on this activity, attending board and committee meetings.
Employment History
Current Registrations
Edgewood Management LLC
State Registrations2 states
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