Edgewood Management offers investment advisory services, primarily managing large-cap growth equity portfolios. They work with institutional clients, individuals, high net worth clients, registered investment companies, and pooled investment vehicles. Edgewood's portfolios typically consist of around 22 publicly traded companies. For certain high net worth clients, Edgewood provides a balanced strategy covering a broader range of securities, including fixed income and private partnerships. Edgewood complies with client investment guidelines and restrictions provided in writing.
Assets Under Management$36B
Clients1,351
Advisors2
Avg. per Client$27M
Avg. per Advisor$18B
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...