EDGON Advisory LLC provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. EDGON creates an Investment Policy Statement for each client. EDGON generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, non-U.S. securities, venture capital funds and private placements.
Assets Under Management$100K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$100K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2M+ | 1.90% |
There is also a .25% fee for Growth Portfolio Participation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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