Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $3.0M | 1.20% |
| $3M+ | 1.00% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
EdgeRock charges an annual fee based on a percentage of assets under management, as detailed in the fee table. Financial planning services are offered for a fixed fee, ranging from $0 to $75,000, depending on the complexity and scope of the plan. The minimum account size is $80,000, but this is subject to management's discretion. Fees for held away accounts are calculated and billed separately.
Areas of Practice
Advisor Information
Office location
7887 Belleview Avenue, Suite 240, Englewood, CO, 80111
Get directionsRegulatory History
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 →Other Business ActivitiesSells Insurance
Kyle is the president of Edgerock Wealth Management, LLC, where he focuses on insurance sales and services full-time. He also serves as president of Edgerock Capital, dedicating minimal time to securities sales, and owns Edgerock Marketing, spending minimal time on marketing activities.