At EDGE WEALTH MANAGEMENT, LLC, clients receive expert financial guidance and support from a team of experienced advisors. The company has a proven track record of success, helping clients achieve their financial goals through personalized strategies and top-notch service.
About EDGE WEALTH MANAGEMENT, LLC
Founded in 2005, EDGE WEALTH MANAGEMENT, LLC is a leading financial advisory firm that offers comprehensive wealth management services. The company is committed to helping clients make sound financial decisions and reach their long-term goals.
How does the advisor help clients – Key Takeaways:
- Creates personalized financial strategies tailored to individual client needs
- Provides ongoing guidance and support to help clients stay on track towards their goals
- Utilizes cutting-edge technology and research to inform investment decisions
- Employs a team of experienced advisors with diverse backgrounds and expertise
- Offers a wide range of financial services to meet the needs of various clients
Facts and Insights
Let’s take a closer look at some key facts and insights about EDGE WEALTH MANAGEMENT, LLC:
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
With over a decade in business, EDGE WEALTH MANAGEMENT, LLC has established itself as a trusted and reputable financial advisory firm. The company has a strong AUM of $500 million and a team of 10 experienced advisors to serve its clients.
Financial Services Offered
EDGE WEALTH MANAGEMENT, LLC offers a wide range of financial services to meet the diverse needs of its clients. Some of the key services include:
- Wealth management
- Investment management
- Tax planning
- Estate planning
- Retirement planning
Client Types
EDGE WEALTH MANAGEMENT, LLC serves a diverse range of clients, including:
- Individual investors
- High net worth individuals
- Business owners
- Families
Fees & Compensation
EDGE WEALTH MANAGEMENT, LLC operates as a fee-only advisor, meaning it does not earn commissions from any products or services it recommends to clients. Clients pay a flat fee based on the assets under management, ensuring that the advisor’s interests are aligned with those of the client.
Background
The team at EDGE WEALTH MANAGEMENT, LLC boasts a wealth of experience and expertise in the financial industry. The company’s advisors have backgrounds in investment management, tax planning, estate planning, and more, allowing them to provide holistic and well-rounded financial advice to clients.
Financial Advisor Disclosures to Know
EDGE WEALTH MANAGEMENT, LLC is registered with the Securities and Exchange Commission (SEC) and operates under a fiduciary standard, meaning the company is legally bound to act in the best interests of its clients at all times. The company also has a clean record with no disclosures or disciplinary actions.