Edge Financial Advisors offers investment management services on a discretionary or non-discretionary basis to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. Edge Financial Advisors primarily uses mutual funds, exchange traded funds, exchange traded notes, structured notes, structured CDs, options, individual bonds and pooled investment vehicles. Edge Financial Advisors also provides financial planning services covering cash flow, taxes, estate planning, education funding, retirement, and insurance.
Fee Structure
Edge Financial Advisors charges an annual fee based on a percentage of the value of your investments. The specific fee is negotiable, up to 2% per year. This fee does not include brokerage commissions or other transaction costs.