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How EdgePoint Investment Group Helps Clients – Key Takeaways:
EdgePoint Investment Group is a financial firm that offers expert services to individuals and businesses alike. Although they do not explicitly state it, they act as financial experts by providing their clients with financial planning, investment management, and wealth management services. Their main goal is to help their clients achieve their financial goals and secure their financial future.
Facts and Insights:
EdgePoint Investment Group was established in 1986 and has been in business for over 35 years. They have a team of highly experienced and qualified advisors who are dedicated to providing top-notch financial services to their clients. Currently, they manage over $4 billion in assets for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $4 billion | Undisclosed | 35 years |
Financial Services Offered:
EdgePoint Investment Group offers a wide range of financial services to their clients. These services include:
- Financial planning
- Investment management
- Wealth management
- Tax planning
- Retirement planning
- Estate planning
Client Types:
EdgePoint Investment Group caters to a diverse range of clients, including individuals, families, and businesses. They work closely with each client to understand their unique financial needs and develop customized strategies to help them achieve their goals.
Fees & Compensation:
EdgePoint Investment Group charges a percentage of assets under management as their advisory fee. This fee may vary depending on the services required by the client. They also have a referral program where they provide financial incentives to clients who refer new clients to their firm.
Background:
The team at EdgePoint Investment Group consists of highly experienced and knowledgeable advisors who have a deep understanding of the financial industry. They are dedicated to providing personalized services to their clients and continuously staying updated with market trends and changes to help their clients make informed financial decisions.
Financial Advisor Disclosures to Know:
- EdgePoint Investment Group does not have any legal or disciplinary disclosures on their record.
- They are a fiduciary, which means they are legally obligated to act in their clients’ best interests.
- They may receive compensation from third parties for recommending certain products or services to their clients.