InvestEdge Planning manages individually tailored investment portfolios and provides comprehensive financial and retirement planning services. InvestEdge Planning helps clients build customized portfolios using exchange-traded funds, individual securities, mutual funds, and automated platforms like Charles Schwab and Zoe Wealth Management. The firm specializes in retirement planning, cash flow and debt management, educational savings, employee benefits, risk management, and tax planning strategies. InvestEdge Planning also integrates digital estate planning services through a partnership with Trust & Will. The firm works primarily with individuals, high-net-worth individuals, and business owners, offering both ongoing management and one-time project engagements.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.67% |
A maximum flat fee of $20,000 applies for account values above $3,000,001. Fees are negotiable and include third-party manager fees. Total fees will not exceed 3% of assets under management.
