Edgehelm Financial offers investment advice tailored to clients' needs, including asset allocation strategies using various investment products. They also provide financial planning consulting services covering risk management, investment planning, estate planning, and financial organization. Edgehelm offers both discretionary and non-discretionary investment advisory services through managed account programs.
Assets Under Management$63M
Clients37
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$63M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable in individual cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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