Edgewater Asset Management offers personalized investment management for individuals, trusts, and corporations. They focus on economic analysis and sector allocation, using investments like stocks, bonds, mutual funds, ETFs, and options. Clients can set reasonable restrictions on investments. Edgewater also provides consulting services on a fixed fee basis, including economic overviews, investment policy statements, and portfolio construction. The firm is compensated solely by client fees and does not receive commissions.
Assets Under Management$38M
Clients27
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.50% |
| $2.5M+ | 0.25% |
Fees are negotiable. Edgewater Asset Management reserves the right to increase or decrease the minimum account size it will accept.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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