Slight Edge Wealth Strategies offers financial planning, portfolio management, and access to separately managed portfolios. They create customized financial plans and recommend investment strategies to help clients achieve their goals. Financial planning includes ongoing monitoring and updates. They also offer stand-alone financial plans and hourly planning services. Investment advice covers stocks, mutual funds, ETFs, and fixed income securities.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,040
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1M+ | 0.60% |
Schedule is for clients who also receive comprehensive financial planning services. For portfolio management only clients, the fee is 1.00% on the first $1,000,000 and 0.60% on amounts over $1,000,000. Subject to a minimum fee of $1,040 annually. All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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