Atlantic Edge Private Wealth Management is a registered investment advisor based in Jacksonville, Florida, offering continuous investment management and financial planning services. Atlantic Edge builds diversified portfolios tailored to each client's goals, time horizons, risk tolerance, and tax considerations using stocks, bonds, mutual funds, exchange-traded funds, and alternative investments. The firm primarily manages accounts on a discretionary basis, meaning Atlantic Edge makes trades on your behalf without needing approval for every transaction. In addition to portfolio management, Atlantic Edge provides guidance on retirement planning, tax strategies, estate planning, insurance analysis, and cash flow planning at no extra charge beyond the standard portfolio management fee. The firm also offers a portfolio overview service for clients seeking consolidated reporting and asset allocation analysis across all their accounts without full investment management. Atlantic Edge serves individuals, high-net-worth families, family offices, charities, and businesses.
Fee Structure
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 are negotiable on a client-by-client basis. A minimum annual fee of $5,000 applies.