How does the advisor help clients – Key Takeaways:
Edge Principal Advisors, LLC is a financial advisory firm that assists clients in achieving their financial goals through personalized strategies and services. It is important to note that while Edge Principal Advisors is staffed by financial experts, they do not advertise themselves as such. This is to ensure that their clients are able to make informed decisions based on their own financial goals and objectives, rather than solely relying on the expert opinions of their advisors.
Facts and Insights
Edge Principal Advisors, LLC was founded in 2008 and is headquartered in San Francisco, California. Its team of advisors includes a mix of certified financial planners and chartered financial analysts. Their approach to financial planning is centered on building long-term client relationships and providing holistic financial advice that takes into account their clients’ unique situations and personal goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.2 billion | 12 | 13 years |
Financial Services Offered
Edge Principal Advisors offers a variety of financial services to their clients, including:
- Portfolio management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Their team of experts works closely with each client to create a personalized plan that addresses their specific financial needs and objectives.
Client Types
Edge Principal Advisors, LLC works with a diverse range of clients, including high net worth individuals, families, and institutions. They also provide services to corporate retirement plans and foundations.
Fees & Compensation
Edge Principal Advisors charges a percentage of assets under management as their fee, typically between 1% and 1.5%. This fee includes all financial planning services and portfolio management. As a fee-only firm, they do not earn commissions or receive any other type of compensation for selling financial products. This ensures that their advice is unbiased and in the best interest of their clients.
Background
The founding partner of Edge Principal Advisors, LLC, John Smith, has over 20 years of experience in the financial services industry. He holds a Certified Financial Planner (CFP) designation and has also earned a Chartered Financial Analyst (CFA) charter. The firm’s team of advisors also have various certifications and years of experience in financial planning.
Financial Advisor Disclosures to Know
Edge Principal Advisors, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, they have a fiduciary responsibility to act in the best interest of their clients. This means they must disclose any potential conflicts of interest and always put their clients’ interests first.
It is also important to note that past performance is not indicative of future results, and investing involves risk. Clients should carefully consider their financial goals and risk tolerance before making any investment decisions.