Edwards Premier Financial Corporation offers portfolio management and financial planning services. They provide a free initial consultation to understand your financial situation and goals. For investment management, clients can choose discretionary or non-discretionary management. Financial planning services include comprehensive financial plans, annual reviews, and separate consultations. Eric Edwards owns 100% of the company.
Assets Under Management$1.5M
Clients50
Advisors1
Avg. per Client$30K
Avg. per Advisor$1.5M
Fee Structure
Minimum Investment:$20K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 3.50% |
| $100K - $500K | 3.00% |
| $500K+ | 2.50% |
Edwards Financial does not negotiate its management fee, but does offer discounts to select friends, employees and family.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...