Edward Wealth Partners offers investment management, financial planning, and consulting services. Investment management can be discretionary or non-discretionary. Financial planning includes full financial plans and consultation services on individual topics. Edward Wealth Partners may recommend third-party managers and also provides ERISA plan services.
Assets Under Management$710K
Clients20
Advisors1
Avg. per Client$35K
Avg. per Advisor$710K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.20% |
| $1.5M+ | 1.00% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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