Edge Financial Advisors, LLC
Assets Under Management
$379.3M
Number of Clients
243
Number of Advisors
7
Average Client AUM
$1.6M
AUM per Advisor
$54.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Edge Financial Advisors, LLC is an SEC-registered investment adviser offering discretionary and non-discretionary investment management services. They primarily allocate client assets among mutual funds, ETFs, individual bonds, and pooled investment vehicles. They also provide financial planning services covering various areas like cash flow, taxes, estate planning, and retirement planning.
Fee Structure
Investment management fees are based on a percentage of assets under management and are negotiable up to 2% per annum. Financial planning fees are charged on a retainer basis, up to $1,200 billed in advance, or as a flat fee up to $10,000, with $5,000 paid in advance. Lower rates for both asset management and financial planning are negotiable if a client elects to receive both from us. Performance-based fees are also available for qualified clients, subject to a minimum annual fee of $5,000.
Areas of Practice
Location
111 West Wesley Street, Suite 1, Wheaton, IL, 60187