Edgemont Advisors provides family wealth management services. Edgemont completes a review to understand the client's objectives, assets, liabilities, goals, risk profile, and family circumstances. Edgemont collaborates with the client's attorneys, accountants, and other financial service providers to develop integrated investment, tax, and estate plans. Edgemont oversees, implements, and monitors the agreed-upon strategies. The client retains absolute discretion over all decisions.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Hourly Rate:$150 - $300/hr
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