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.
| 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 negotiated under certain circumstances.