Facts and Insights
Based in New York City, the team at EDGE FOCUS CAPITAL MANAGEMENT, LLC has been providing top-tier financial services since their establishment in 2002. With a wide range of expertise in various financial fields, this firm is well-equipped to assist individuals, families, and businesses in achieving their financial goals.
How does the advisor help clients – Key Takeaways:
- Offers a personalized approach to financial planning, tailored to each client’s unique needs and goals
- Provides a comprehensive range of financial services, including investment management, retirement planning, and tax planning
- Has a team of experienced advisors with a diverse background in finance and wealth management
- Utilizes cutting-edge technology and research to develop customized investment strategies for clients
- Places a strong emphasis on transparency, communication, and building long-term relationships with clients
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 18 years |
Financial Services Offered:
- Investment Management
- Tax Planning
- Estate Planning
- Retirement Planning
- Risk Management
Client Types:
- High net-worth individuals
- Families
- Businesses
Fees & Compensation:
EDGE FOCUS CAPITAL MANAGEMENT, LLC primarily charges clients based on a percentage of assets under management. This fee structure incentivizes the firm to maximize returns for clients and aligns their interests with those of their clients. The specific fee charged may vary depending on the complexity of a client’s portfolio and the services requested.
Background:
The team at EDGE FOCUS CAPITAL MANAGEMENT, LLC boasts a combined experience of over 50 years in the financial industry. The firm’s advisors hold various professional designations, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). This impressive background and expertise make them well-equipped to handle a wide range of financial situations and provide valuable insights to clients.
Financial Advisor Disclosures to Know:
EDGE FOCUS CAPITAL MANAGEMENT, LLC upholds a high standard of ethical and professional conduct. As such, the firm has a clean record with no disciplinary actions or regulatory issues. This is a testament to the firm’s commitment to maintaining the highest level of integrity and transparency for their clients.