Edgar Investment Management provides personalized investment management and financial planning for individuals, high net worth individuals, private portfolios, businesses, and institutional clients. Owned and operated by Matthew A. Edgar, the firm utilizes fundamental analysis and a strategic asset allocation approach to build optimal portfolios tailored to each client's specific return objectives, risk tolerance, and constraints such as liquidity, taxes, time horizon, and legal requirements. Edgar Investment Management focuses on long-term fundamental investing with low portfolio turnover, though more aggressive strategies including tactical asset allocation, derivatives, and alternative investments can be implemented upon request. The firm evaluates portfolios using Morningstar's equity style box and provides regular reviews of client accounts and market expectations at least once a year.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
All fees are subject to negotiation.