Investedge Planning

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Assets Under Management

$1.4M

Number of Clients

Not reported

Number of Advisors

Average Client AUM

N/A

AUM per Advisor

$1.4M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

InvestEdge Planning LLC manages tailored investment portfolios and offers financial planning services including comprehensive financial plans, retirement plans, and limited scope planning. They use fundamental, technical, cyclical, and charting analysis. They may use Third Party Managers (TAMPs).

Fee Structure

Minimum Investment:$300K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.00%
$1.0M - $2.0M	0.90%
$2.0M - $2.5M	0.80%
$2.5M+	Included

A max fee for $25,000 applies for Account Values above $2,500,000.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningInsurance PlanningTax PlanningHigh Net WorthBusiness Owners

Location

CA, United States

1 Advisors at this firm

CFP