Edgemoor Investment Advisors, INC.

Fee-Only (% of Portfolio)

Edgemoor Investment Advisors is an independent investment advisory firm based in Bethesda, Maryland, founded in 1999. The firm specializes in long-term capital appreciation, capital preservation, and income generation through disciplined, value-oriented investing. Edgemoor builds personalized investment portfolios consisting primarily of U.S. and international equities, fixed income, and income-generating assets. Portfolios are actively managed on a discretionary basis according to each client's specific financial situation and goals. In addition to individual account management, Edgemoor serves as the investment advisor to the Meehan Focus Fund, a mutual fund it created. The firm also offers financial planning services at no additional charge to clients who use its investment management services. Edgemoor primarily serves high-net-worth individuals, trusts, estates, corporations, and retirement plans.

Assets Under Management$1.5B
Clients321
Advisors6
Avg. per Client$4.7M
Avg. per Advisor$250M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.60%

Fees and account minimums may be negotiated under certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6 Advisors at this firm