John Marx is a registered investment advisor at Edge Wealth Management, LLC, based in New York, NY, with 4 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 252 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
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Fee Structure
Edge Wealth Management charges an annual fee based on a percentage of the value of your investments. The specific percentage is determined by an agreement between you and Edge. This fee covers investment advice and limited financial planning services related to your investments. The fee is negotiable and may vary depending on factors such as the amount of assets managed, portfolio complexity, and servicing needs. The fee is calculated quarterly, based on the value of your assets at the end of the previous quarter.
Location
805 Third Avenue, Floor 12, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Edge Wealth Management, LLC
State Registrations1 state
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