EDK Advisory offers investment advice to individuals, high net worth individuals, and retirement plans. EDK Advisory provides customized investment solutions through personal contact and discretionary investment management, constructing portfolios of mutual funds and exchange-traded funds. The firm also offers financial planning services, either as part of investment management or as a standalone service, covering areas like retirement, education, and personal savings. Financial monitoring services are also available for an ongoing fixed annual fee.
Assets Under Management$45M
Clients55
Advisors1
Avg. per Client$830K
Avg. per Advisor$45M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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