Edgar Investment Management specializes in financial planning and investment management for various clients. They use fundamental analysis to make investment decisions, considering the client's risk tolerance, financial goals, and any specific constraints. The firm utilizes a strategic asset allocation approach, rebalancing portfolios periodically. More aggressive strategies may be employed when appropriate.
Assets Under Management$8.9M
Clients33
Advisors1
Avg. per Client$270K
Avg. per Advisor$8.9M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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