Leading Edge Wealth Management manages investment portfolios and provides personalized financial planning for individuals, high-net-worth clients, and their families. Led by Alka Oberoi, the firm offers discretionary and non-discretionary portfolio management, utilizing fundamental, technical, and quantitative analysis alongside modern portfolio theory. Leading Edge Wealth Management also creates customized financial plans covering retirement, cash flow, taxes, education, insurance, and budgeting. Clients can hire the firm for investment management alone, standalone financial planning, or comprehensive wealth management. The firm serves clients while maintaining a philosophy focused on aligning portfolios with individual risk tolerances and long-term goals.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50% of assets under management. Fees are negotiable based on individual client circumstances.