Edge Wealth Management offers investment advisory services where they make investment decisions for you. They also provide limited financial planning and consulting services related to your investments. Edge works with you to create an investment plan based on your goals and risk tolerance, then manages your portfolio accordingly. They monitor your account and make adjustments as needed. Edge may also provide limited financial planning services regarding non-investment matters, such as estate planning, tax planning, and insurance, but they don't implement this advice.
Fee Structure
Edge Wealth Management charges an annual fee based on a percentage of the value of your investments. The specific percentage is determined by an agreement between you and Edge. This fee covers investment advice and limited financial planning services related to your investments. The fee is negotiable and may vary depending on factors such as the amount of assets managed, portfolio complexity, and servicing needs. The fee is calculated quarterly, based on the value of your assets at the end of the previous quarter.