AdventEdge Financial (AEF) manages investment portfolios based on clients' individual needs and goals. AEF also offers hourly, project-based, and ongoing financial planning services covering areas like retirement, risk management, college savings, and estate planning. AEF also provides educational seminars.
Assets Under Management$6.3M
Clients9
Advisors1
Avg. per Client$690K
Avg. per Advisor$6.3M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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