EDR Investment Advisors provides investment management services, either with or without the help of a sub-advisor, and financial planning and consulting services. To start, clients sign an agreement outlining the service and fees. EDR determines your investment goals and allocates assets accordingly. They can make trades without asking you first. They also offer financial planning and consulting services, which are generally included in their advisory fee, but may charge extra for special projects or standalone planning engagements. EDR may recommend other professionals like attorneys or accountants, but you're not obligated to use them.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.50% |
| $2.5M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Registrant, in its discretion, may charge a lesser investment advisory fee, charge a flat fee, waive its fee entirely, or charge fee on a different interval, based upon certain criteria.