Edwards Financial Services (EFS) provides ongoing portfolio management services tailored to individual client goals, objectives, time horizon, and risk tolerance. EFS creates an Investment Policy Statement for each client. EFS requests authority to make trades without asking first. EFS generally limits its investment advice to mutual funds, insurance products including annuities and ETFs, but may use other securities to diversify portfolios.
Assets Under Management$69M
Clients430
Advisors2
Avg. per Client$160K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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