Assets Under Management
$470.5M
Number of Clients
521
Number of Advisors
10
Average Client AUM
$903K
AUM per Advisor
$47.0M
Compensation
Fee-Only (AUM)
EdgeRock Capital LLC offers ongoing portfolio management services based on individual client goals and risk tolerance. They also provide financial planning services, model portfolio solutions, and may recommend independent managers. They manage held away accounts through a third-party platform.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $3.0M | 1.20% |
| $3M+ | 1.00% |
Fees are negotiable on a client-by-client basis.
7001 East Belleview Ave, Suite 800, Denver, CO, 80237