Benjamin F. Edwards Wealth Management (EWM) provides investment advice and financial planning to individuals, high net worth individuals, and organizations. EWM offers discretionary investment management through wrap fee or unbundled accounts, financial planning on a comprehensive or limited basis, and consulting services. EWM partners with affiliated advisors who work directly with clients.
Fee Structure
EWM offers discretionary investment management services through wrap fee or unbundled accounts. Fees are negotiable and customized based on the services provided. The advisor determines the fee for each client, and fees vary based on factors like the cost of business and the advisor's experience. Clients pay quarterly based on the average daily value of the account. Fees are negotiable.