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How does the advisor help clients – Key Takeaways:
EDGESTONE PARTNERS, INC. is a financial advisory firm that works with clients to help them achieve their financial goals. With a team of experienced financial experts, the firm provides a range of services to help clients manage their wealth and make informed financial decisions.
- In-depth financial analysis and planning
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
Through these services, EDGESTONE PARTNERS, INC. aims to provide clients with holistic financial solutions that are tailored to their individual needs.
Facts and Insights
Founded in 2005, EDGESTONE PARTNERS, INC. has established itself as a reputable financial advisory firm in the industry. The firm has a team of over 50 advisors, managing over $2 billion in assets.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 Billion | 50+ | Since 2005 |
With over 15 years of experience in the industry, EDGESTONE PARTNERS, INC. has helped numerous clients achieve their financial goals through its comprehensive financial services.
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Risk management
- Cash flow planning
- Insurance planning
Client Types
EDGESTONE PARTNERS, INC. caters to a diverse range of clients, including individual investors, high-net-worth individuals, and institutional clients. The firm’s services are tailored to meet the specific needs of each client, regardless of their financial situation.
Fees & Compensation
EDGESTONE PARTNERS, INC. follows a fee-based compensation structure, which means the firm charges a percentage of the assets under management as its fee. This fee structure aligns the firm’s interests with those of its clients, as the firm’s revenue is directly tied to the performance of clients’ portfolios.
Background
EDGESTONE PARTNERS, INC. was founded by a team of financial experts with a wealth of experience in the industry. The firm’s advisors have diverse backgrounds and specialties, allowing them to provide clients with a well-rounded and comprehensive approach to financial planning and management.
Financial Advisor Disclosures to Know
Before choosing to work with any financial advisor, it’s crucial to understand their background and any potential conflicts of interest. EDGESTONE PARTNERS, INC. is a registered investment advisor and is required to disclose any relevant information to clients.
- No regulatory actions or disciplinary events in the past 10 years
- No criminal or civil events involving the firm or its employees in the past 10 years
It’s always recommended to thoroughly research and understand a financial advisor’s background and disclosures before working with them to ensure they are a good fit for your financial needs.