Inside Edge Capital Management (IEC) provides investment management and financial planning services to individuals and high-net-worth individuals. For investment management, IEC creates personalized strategies based on your goals, risk tolerance, and time horizon. IEC may use sub-advisors to manage portions of your account. Financial planning covers various topics, including financial goals, net worth, cash flow, retirement, risk management, investments, taxes, and estate planning. IEC also holds educational seminars and workshops.
Assets Under Management$45M
Clients46
Advisors2
Avg. per Client$970K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees are negotiable for accounts over $5,000,000. When using Sub-Advisors, the Client will not pay additional fees. The Sub-Advisors fees are inclusive of the fees charged by IEC.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...