Edgewater Financial Services offers portfolio management based on individual client goals and risk tolerance. They create investment policy statements and construct plans to match each client's specific situation. Edgewater also provides financial planning services, including investment planning, insurance, tax concerns, retirement planning, college planning, and debt/credit planning. They also provide analytical consulting services and performance analysis services to other registered investment advisors.
Assets Under ManagementN/A
Clients3
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.60% |
| $3M+ | 0.60% |
Fees above $3,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...