Perceptive Edge Investment Management provides investment advice to institutions and individuals. Services include portfolio assessment, investment policy development, asset allocation, manager selection, and ongoing monitoring. Fees are based on a retainer, percentage of assets, fixed fee, or hourly fee. Perceptive Edge does not receive commissions and uses independent custodians for client assets.
Assets Under Management$450M
Clients89
Advisors2
Avg. per Client$5.1M
Avg. per Advisor$230M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.60% |
| $2M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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