Park Edge Advisors provides financial planning and portfolio management services tailored to individual client needs. Financial planning covers investment, insurance, tax, retirement, college, and estate planning. Portfolio management includes determining investment strategy, asset selection and allocation, and regular risk management. Park Edge may also direct clients to third-party investment advisors. Park Edge also offers consulting services for assets held away and pension consulting services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Qualified Clients will pay an annual fee of assets under management along with a performance fee based on capital appreciation in excess of a mutually agreed upon benchmark. To align its interests with clients, Park Edge discounts its 1.50% management fee by the same percentage as the performance fee and allows clients to select the combination that suits them.