Investedge Planning
Assets Under Management
$1.4M
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
$1.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
InvestEdge Planning LLC manages tailored investment portfolios and offers financial planning services, including comprehensive and retirement plans. They use various analysis methods and may utilize Third Party Managers (TAMPs). Services are tailored to individual client needs and goals.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $2.5M | 0.80% |
| $2.5M+ | 1.00% |
A max fee for $25,000 applies for Account Values above $2,500,000. Fees are negotiable.
Fee Estimator
Investment management fees are based on a percentage of assets under management, as detailed in the fee table. For accounts above $2,500,001, a flat fee of $25,000 applies. Fees are negotiable and paid quarterly in arrears. The minimum account size for investment management is $300,000, but this may be waived. Financial planning fees are separate: Comprehensive Financial Plan is $3,600, Comprehensive Retirement Plan is $3,200, Ongoing Financial Planning is $175/month, and Limited Scope Financial Planning is $350/hour.
Areas of Practice
Location
CA, United States
