WealthEdge Investment Advisors provides investment management services to individuals, high-net-worth individuals, pension and profit-sharing plans, 401(k) plans, and corporations. WealthEdge offers individual portfolio management and model portfolio management. WealthEdge also utilizes third-party investment managers. Investment recommendations include exchange-listed securities, mutual fund shares, and private equity.
Fee Structure
WealthEdge charges an annual fee based on a percentage of the value of your portfolio. The fees generally range from 0.2% for fixed income portfolios up to 2.5% for individual and model portfolio management services. A minimum of $50,000 of assets under management is required for this service. WealthEdge's advisory fees are negotiable. WealthEdge's advisory fees for third party managers are not negotiable.