DB
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
5 advisors
Number of Clients
261 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$770.7M
Fee Structure
Minimum Investment:None
Financial Planning:Included in AUM fee
Edge's annual investment advisory fee is based on a percentage of assets under management, generally between 0.25% and 1%. Fees are negotiable based on factors like asset size, portfolio complexity, and servicing needs. Similarly situated clients could pay different fees. There is no stated minimum annual fee or minimum investment amount.
Areas of Practice
Investment Management
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Advisor Information
Office location
805 Third Avenue, Floor 12, New York, NY, 10022
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Edge Wealth Management, LLC
May 2021 - Present · 4 yrs 8 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.