Edman Global Investment Management manages investment portfolios for individuals, trusts, and small businesses, focusing on long-term investors. They invest in publicly traded stocks, mutual funds, and ETFs, emphasizing diversification and fundamental analysis. Edman Global does not offer financial planning or tax advice, and clients are encouraged to seek advice from tax specialists. The firm aims to customize portfolios to meet individual client needs and risk tolerances.
Assets Under Management$3.6M
Clients3
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$3.6M
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
1% per year for individual stocks or combination individual stocks and fund portfolios. 0.8% per year for portfolios consisting entirely of mutual funds, index funds, and ETFs. Fees are somewhat negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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