Edge Wealth Management, LLC
Assets Under Management
$770.7M
Number of Clients
261
Number of Advisors
5
Average Client AUM
$3.0M
AUM per Advisor
$154.1M
Compensation
Fee-Only (AUM)
About This Firm
Edge Wealth Management provides tailored investment advisory services, collaborating with clients to establish investment profiles and strategies. They offer limited financial planning and consulting services ancillary to investment management, including cash flow analysis and retirement planning. Clients are responsible for implementing financial planning advice.
Fee Structure
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
Location
805 Third Avenue, Floor 12, New York, NY, 10022