Edgerock Wealth Management
Assets Under Management
$470.5M
Number of Clients
521
Number of Advisors
10
Average Client AUM
$903K
AUM per Advisor
$47.0M
Compensation
Fee-Only (AUM)
About This Firm
EdgeRock Capital LLC offers ongoing portfolio management services based on individual client goals and risk tolerance. They also provide financial planning services as a separate, a la carte service. They manage held away accounts through a third-party platform. As of December 31, 2024, EdgeRock managed approximately $470,476,415 on a discretionary basis.
Fee Structure
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
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.
Areas of Practice
Location
7001 East Belleview Ave, Suite 800, Denver, CO, 80237