Leading Edge Wealth Management provides investment advice and financial planning to individuals and high-net-worth individuals. The firm manages investment portfolios based on client goals and risk tolerance. They may use third-party managers and model portfolios. Financial planning services cover areas like cash flow, retirement, education, and tax planning. Leading Edge WM also conducts educational workshops and seminars.
Assets Under Management$45M
Clients110
Advisors1
Avg. per Client$400K
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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