Edge Wealth Management, LLC

Edge Wealth Management, LLC is a registered investment advisor based in New York that offers discretionary investment management services to individuals, trusts, estates, and charitable organizations. Edge Wealth Management tailors portfolios to each client's specific goals, risk tolerance, and time horizon using primarily fundamental analysis and long-term or short-term purchases across individual equities, fixed income, mutual funds, exchange-traded funds, and other securities. While the core service is investment management, Edge Wealth Management also provides limited financial planning and consulting services as an ancillary part of the investment process, such as cash flow analysis, retirement needs assessments, and asset allocation reviews. The firm does not charge a separate fee for these limited planning services, as they are covered by the overall investment advisory fee. Edge Wealth Management does not participate in wrap fee programs and typically recommends Charles Schwab and Company as the custodian for client assets.