InvestEdge Planning manages investment portfolios and provides financial planning services tailored to individual client needs. Financial planning covers areas like cash flow, debt management, education savings, retirement planning, and estate planning. InvestEdge uses third-party managers and platforms like Schwab and Apex. Services are tailored to client needs and restrictions.
Assets Under Management$1.4M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.4M
Fee Structure
Minimum Investment:$300K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $2.5M | 0.80% |
| $2.5M+ | 1.00% |
A max fee for $25,000 applies for Account Values above $2,500,000. Fees are negotiable. The above fee schedule includes the TAMP’s fee. Total fees charged for this service will not exceed 3% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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