EDM Capital provides asset management services to help clients build and preserve wealth. They offer model portfolios with varying equity and fixed income allocations, and management styles including traditional, Catholic/Christian values, and tax-managed approaches. EDM Capital uses Turnkey Asset Management Programs (TAMPs) like Axxcess Wealth. They also offer financial planning and consulting services, but these are incidental to asset management.
Assets Under Management$58M
Clients69
Advisors1
Avg. per Client$840K
Avg. per Advisor$58M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.15% |
| $2.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.35% |
Fees may be negotiable based upon certain circumstances. Axxcess Wealth, LLC charges 30% of the advisory fee you pay us.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...