Edgemoor Investment Advisors is a registered investment advisor focusing on long-term capital appreciation and preservation. They provide personalized investment advisory services, developing tailored asset allocation strategies and constructing portfolios with equities and income-generating investments. Edgemoor manages accounts on a discretionary basis and offers financial planning services at no additional charge to its investment advisory clients.
Assets Under Management$1.3B
Clients312
Advisors5
Avg. per Client$4.3M
Avg. per Advisor$270M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees and account minimums may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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