Finest Edge Financial provides investment management services, both with and without the authority to make trades without asking first. They also offer financial planning, which includes evaluating your current and future financial situation to predict cash flow, asset values, and withdrawal plans. They work with individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and business entities.
Assets Under Management$710K
Clients7
Advisors1
Avg. per Client$100K
Avg. per Advisor$710K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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