Edgar Investment Management LLC (EIM) is a fee-only investment advisory firm that provides security selection, asset allocation, and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations or other organizations. EIM works with clients to identify their investment goals, objectives, and risk tolerance to create a suitable portfolio allocation. Investment strategies may include long-term buy and hold and short-term trading strategies.
Assets Under Management$5.9M
Clients3
Advisors1
Avg. per Client$2M
Avg. per Advisor$5.9M
Fee Structure
Investment management only (planning not offered)
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% |
Advisory fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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