Edvestment Solutions is an investment advisory firm offering portfolio management services. It gathers information about clients' investment objectives, financial condition, and risk tolerance to tailor recommendations. For discretionary accounts, Edvestment Solutions has the authority to make trades. The firm primarily recommends exchange-listed stocks, mutual funds, index funds, ETFs, stock options, and bonds. Edvestment Solutions does not offer wrap programs, so clients may incur additional transaction charges.
Assets Under Management$4.5M
Clients8
Advisors1
Avg. per Client$560K
Avg. per Advisor$4.5M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 0.75% |
| $750K+ | 0.67% |
For assets above $750,001, the fee is a flat $5,000 per year. Family discounts are offered.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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