Edgetech Analytics, LLC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
3
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
About This Firm
EdgeTech Analytics, LLC offers software and related support services to independent investment advisors and financial professionals. The software provides tools for model composition, portfolio construction, asset allocation, investment selection, and tracking. EdgeTech does not manage client assets or execute trades.
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
Location
822 Kumho Drive, Suite 300, Fairlawn, OH, 44333