Financial Edge offers financial planning services covering securities, taxes, estate planning, insurance, business planning, retirement planning, personal investments, financing options, cash flow, and company benefits. The firm also manages investment portfolios using passively structured mutual funds based on asset allocation. Financial Edge considers your financial situation, risk tolerance, investment horizon, liquidity needs, and tax considerations.
Assets Under Management$51M
Clients62
Advisors1
Avg. per Client$820K
Avg. per Advisor$51M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 0.95% |
| $1.0M - $4.0M | 0.85% |
| $4M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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