| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for amounts over $10M.
Glenview, IL
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Learn about disclosures →John is the Chief Investment Officer and Partner for Edge Financial Advisors, LLC, an RIA firm, since 2006. He dedicates full-time hours both overall and during securities trading hours to this role, focusing on investment management, financial planning, and client relations.