EDMP, Inc. is a registered investment advisor that manages investment portfolios for individuals and institutions. EDMP offers a Total Return equity product, a SMID Cap equity growth product, and an Income product. EDMP requires a meeting to determine which product is the best fit based on the client's circumstances. EDMP manages accounts on a discretionary basis and, on a limited basis, non-discretionary accounts.
Assets Under Management$150M
Clients115
Advisors3
Avg. per Client$1.3M
Avg. per Advisor$49M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20M+ | 0.70% |
Fees negotiable on balances over $20,000,000. EDMP, Inc. may also offer a flat fee of 1%. Additionally, on a limited basis, EDMP has some arrangements as a sub-advisor and the total fee can be as high as 2%.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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