How does the advisor help clients – Key Takeaways:
EDGEWATER ASSET MANAGEMENT helps clients achieve their financial goals through personalized, comprehensive financial planning and investment management services. They have a team of experienced financial professionals who work closely with clients to understand their individual needs and develop a customized strategy to help them reach their financial objectives.
Some key takeaways about how EDGEWATER ASSET MANAGEMENT helps clients are:
- They offer personalized financial planning and investment management services
- They have a team of experienced financial professionals
- They work closely with clients to understand their individual needs
- They develop a customized strategy to help clients reach their financial goals
Facts and Insights
Below are some facts and insights about EDGEWATER ASSET MANAGEMENT:
- Founded: 2005
- Location: New York, NY
- Number of Advisors: 10
- Average Years of Experience: 15
- Total Assets Under Management: $500 million
- Services Offered: Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning, Insurance Services
- Client Types: High Net Worth Individuals, Families, Small Business Owners, Corporate Retirement Plans
- Fees: Fee-based, based on a percentage of assets under management
- Minimum Investment: $250,000
EDGEWATER ASSET MANAGEMENT has been in business for over 15 years, providing clients with comprehensive financial services and helping them achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2016 | $300 | 8 |
| 2017 | $350 | 9 |
| 2018 | $400 | 10 |
| 2019 | $450 | 10 |
| 2020 | $500 | 10 |
Over the past five years, EDGEWATER ASSET MANAGEMENT has shown consistent growth in assets under management. The firm has also maintained a steady number of advisors, indicating their ability to retain and attract top talent. Their longevity in the financial industry, with over 15 years in business, demonstrates their stability and expertise in helping clients manage their assets.
Financial Services Offered
EDGEWATER ASSET MANAGEMENT offers a range of financial services to help clients achieve their financial goals. These services include, but are not limited to:
- Financial Planning: EDGEWATER ASSET MANAGEMENT provides customized financial plans to help clients reach their short-term and long-term financial goals. This may include budgeting, retirement planning, tax planning, and more.
- Investment Management: The firm offers personalized investment management based on each client’s financial goals and risk tolerance. Their team of experienced professionals carefully monitors and adjusts investments to ensure clients’ portfolios are in line with their objectives.
- Retirement Planning: EDGEWATER ASSET MANAGEMENT helps clients plan for retirement by analyzing their current financial situation and creating a strategy to ensure a comfortable and secure retirement.
- Estate Planning: The firm helps clients plan for the transfer of their wealth to their heirs, ensuring their assets are protected and distributed according to their wishes.
- Tax Planning: EDGEWATER ASSET MANAGEMENT assists clients in minimizing their tax burden through strategic tax planning strategies.
- Insurance Services: The firm offers insurance services, such as life, disability, and long