Front Edge Capital Management is a registered investment advisor located in Naples, Florida, that provides personalized investment advisory solutions. Front Edge Capital Management works closely with each client to identify their investment goals, risk tolerance, and overall financial situation in order to construct a customized portfolio consisting primarily of individual stocks and bonds, along with mutual funds and exchange-traded funds when appropriate. When selecting individual common stocks, Front Edge Capital Management utilizes an active research strategy focusing on large-cap companies based in the United States using fundamental, technical, and cyclical analysis. The firm operates as a fiduciary, putting client interests first, and generally does not impose a minimum relationship size.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Investment advisory fees range from 0.4% to 1.25% annually based on factors such as portfolio complexity, asset level, and overall relationship. Fees are negotiable at the sole discretion of Front Edge Capital Management.