Edgewood Wealth Management provides personalized investment management and financial planning services. For investment management, Edgewood Wealth Management builds custom portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, and can also coordinate with independent outside managers. The firm offers both ongoing financial planning and one-time project-based financial planning covering a wide range of topics such as retirement planning, tax strategies, cash flow and debt management, estate planning, college savings, employee benefits, risk management, and real estate planning. Edgewood Wealth Management operates as a fee-only firm.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard annual advisory fee is 1.50% of total household assets under management or advice. Fees are negotiable.