George Frederic Von Eiff

CFP

Edgerock Wealth Management

27 Years of Experience

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Firm Information

Edgerock Wealth Management

Compensation

Fee-Only (AUM)

Number of Advisors

10 advisors

Number of Clients

521 clients

Average Client Portfolio

$903K average

Assets Under Management

$470.5M

Fee Structure

Minimum Investment:$80K

Financial Planning:Charged separately

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

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Financial Plan Fee:$0 - $75,000

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.

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Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & CoachingEstate PlanningCharitable GivingHigh Net Worth

Advisor Information

Office location

7001 East Belleview Ave, Suite 800, Denver, CO, 80237

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Regulatory 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.