How does the advisor help clients – Key Takeaways:
EDGE CAPITAL INVESTMENT MANAGEMENT, LLC is a financial advisory firm that provides personalized wealth management services to individuals, families, and institutions. They offer a comprehensive range of financial services and strive to be a trusted and reliable source of financial expertise for their clients.
Some key takeaways about how the advisor helps clients include:
- Providing personalized wealth management services
- Offering a comprehensive range of financial services
- Being a trusted and reliable source of financial expertise
- Serving individuals, families, and institutions
Facts and Insights
EDGE CAPITAL INVESTMENT MANAGEMENT, LLC has been in business since 2009, and as of September 2021, they have assets under management (AUM) of over $1.5 billion. They have a team of 8 advisors who are dedicated to providing exceptional financial services to their clients. The firm has a strong commitment to transparency and strives to keep their clients informed and educated about their investments.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion+ | 8 | Since 2009 |
Financial Services Offered
EDGE CAPITAL INVESTMENT MANAGEMENT, LLC offers a comprehensive range of financial services to help their clients achieve their financial goals. These services include but are not limited to:
- Investment management
- Wealth planning
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Client Types
The firm serves a diverse range of clients, including individuals, families, and institutions. They work closely with their clients to understand their unique needs and develop personalized financial plans to help them achieve their goals. This client-centric approach has earned them a reputation for providing exceptional service and building long-term relationships with their clients.
Fees & Compensation
EDGE CAPITAL INVESTMENT MANAGEMENT, LLC charges a fee based on a percentage of assets under management for their advisory services. The exact fee varies depending on the size of the client’s portfolio and the complexity of their financial situation. They are committed to transparency, and their fee structure is clearly outlined in their client agreements.
Background
EDGE CAPITAL INVESTMENT MANAGEMENT, LLC was founded in 2009 by a team of experienced financial professionals who saw a need for a more personalized and client-focused approach to wealth management. The firm has consistently grown and expanded its services, attracting top talent and earning the trust of their clients. They continue to uphold their core values of integrity, expertise, and exceptional service.
Financial Advisor Disclosures to Know
EDGE CAPITAL INVESTMENT MANAGEMENT, LLC operates with the highest level of integrity and transparency in all their business transactions. However, it’s essential to be aware of certain financial advisor disclosures to fully understand the services and potential risks associated with working with the firm:
- The firm is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC)
- Some advisors may have outside business activities that could potentially create conflicts of interest
- The firm may earn additional compensation from third-party service providers
- Some advisors may have a disciplinary history and/or regulatory actions on their records
It’s always recommended to thoroughly research and understand any financial advisor’s disclosures before partnering with them to manage your wealth.