Atlantic Edge offers continuous investment advice based on individual client needs. They create and manage portfolios based on client goals, risk tolerance, and time horizons. In addition to investment management, Atlantic Edge may provide financial planning services, such as income and estate tax planning, college financial planning, retirement planning, insurance analysis, and personal cash flow analysis, without charging a separate fee. They also offer consulting services like portfolio overviews and consolidated reporting.
Assets Under Management$540M
Clients274
Advisors5
Avg. per Client$2M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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