AnalyticEdge Finance offers investment management and financial advice to individuals and families. Services include estate planning, risk management, and retirement planning. Advice is tailored to each client's financial goals and objectives, with customized documentation provided. Clients can choose between investment management with advice or advice-only services. The firm also provides financial education workshops.
Assets Under Management$27K
Clients6
Advisors1
Avg. per Client$4.5K
Avg. per Advisor$27K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
All fees can be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...