EdgeRock Wealth Management offers ongoing portfolio management, financial planning and consulting, model portfolio solutions, and management of outside accounts like employer-sponsored retirement plans. EdgeRock tailors its investment strategies to each client's individual goals, risk tolerance, and time horizon. The firm uses a mix of fundamental and technical analysis, investing in mutual funds, exchange-traded funds, individual stocks and bonds, structured notes, real estate investment trusts, options, limited partnerships, and cryptoassets. EdgeRock also makes tax planning and preparation services available through an affiliated entity, Tax Edge LLC.
Assets Under Management$580M
Clients575
Advisors13
Avg. per Client$1M
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$80K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $3.0M | 1.20% |
| $3M+ | 1.00% |
Fees are negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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