Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
EdgeTech Analytics charges software licensing fees to investment advisors based on a percentage of the assets they manage using the software. These fees are negotiable. The fee decreases as the assets under advisement increase. The fees are based on the amount of assets influenced by the software, the number of models/portfolios requested, the time spent researching, and a competitive analysis of other industry services.
Areas of Practice
Advisor Information
Office location
822 Kumho Drive, Suite 300, Fairlawn, OH, 44333
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 Activities
Alan is the CEO of EdgeTech Analytics, LLC, dedicating nearly full-time hours to it, and the President and Owner of Scofield and Company, LLC, spending about a quarter of his time there. He also owns Rayotech, LLC, Scofield Family Holding Company, LLC, and Fairfield Realty Holdings, LLC, but spends minimal time on each of these.