Edgar Investment Management is a registered investment advisory firm based in Danville, California, owned and operated by L. Scott Edgar. The firm specializes in building and managing equity and fixed-income portfolios tailored to each client's specific goals, risk tolerance, and investment objectives. Edgar Investment Management focuses primarily on selecting individual stocks through proprietary screening methods that target stable growth companies with consistent earnings and profitability, alongside using exchange-traded funds for diversification. Clients can grant the firm authority to make trades on their behalf without asking first, or choose to retain final approval over transactions. The firm emphasizes personal communication and reviews accounts on at least a quarterly basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.50% |
Fees may be negotiable based on household accounts and other factors.