EdgeRock Wealth Management offers portfolio management tailored to individual client goals, including investment strategy, asset allocation, and regular monitoring. They also provide financial planning services covering retirement, insurance, tax, and education planning. EdgeRock can select model portfolios and may recommend independent managers. Newsletters, workshops, and webinars are offered. They manage held-away accounts through a third-party platform.
Assets Under Management$580M
Clients575
Advisors11
Avg. per Client$1M
Avg. per Advisor$53M
Fee Structure
Minimum Investment:$80K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $3.0M | 1.20% |
| $3M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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