Edgemont Investment Management provides investment management services to individuals, businesses, pension plans, retirement accounts, trusts, and estates. After discussing your financial situation, goals, and risk tolerance, Edgemont will recommend an asset allocation and select appropriate investments, including stocks, bonds, and mutual funds. Your portfolio will be reviewed quarterly, and you'll meet with Edgemont annually to discuss it in detail.
Assets Under Management$45M
Clients29
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$45M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.90% |
| $3M+ | 0.85% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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