Edge Wealth Management

Wealth Management Firm in New York, NY

Firm Info
Address: 805 3rd Ave, New York, NY 10022, USA
Phone: (212) 682-0133

Firm Size
Assets Under Management: $846.2 million
# of Advisors: 7
# of Clients: 520
Client to Advisor Ratio: 74:1
Average Account Size: $1.6 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

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Edge Wealth Management, LLC Overview

Edge Wealth Management, LLC is a registered investment advisory firm that has been in business since 2006. Based in New York, NY, the firm specializes in providing investment advice only, catering to individual and small business clients. The firm's fee arrangement is fee only, meaning that clients only pay for the advice and services they receive and not for products sold to them. At Edge Wealth Management, the team offers a range of services including financial planning, portfolio management for individuals, small businesses, as well as businesses or institutional clients. The firm's portfolio management service is designed to help clients achieve their investment goals, whether it is growth, income or capital preservation. The team works closely with clients to create customized portfolios that align with their financial objectives and risk tolerance. Edge Wealth Management's experienced professionals understand that each client's financial needs are unique, and therefore provides a personalized approach to each client's portfolio management. This tailored approach helps clients achieve their goals in a timely, cost-effective, and efficient manner. Whether it's a high net worth individual, small business or institutional client, Edge Wealth Management provides investment advice that is unparalleled, making it one of the most trusted advisory firms in the industry.

EDGE WEALTH MANAGEMENT, LLC prides itself on servicing a wide range of clients, including individuals, high net worth individuals, charitable organizations, and other corporation types. They understand that each client has unique financial goals and objectives that require a personalized and tailored approach to wealth management. Thus, EDGE WEALTH MANAGEMENT, LLC is committed to providing comprehensive financial planning services that best suit the needs of their clients. When it comes to fee structures, EDGE WEALTH MANAGEMENT, LLC offers a variety of options depending on the specific service provided. For instance, many clients opt for a percentage-based fee structure, in which they pay a percentage of their assets under management (AUM) to the firm. This is a popular fee structure for individuals looking for ongoing investment advice and management. Another option available is a flat fee structure, which may be appropriate for clients seeking one-time financial planning services. Additionally, EDGE WEALTH MANAGEMENT, LLC may charge fees based on hourly rates or asset-based pricing model for certain projects. In any case, the firm believes in full transparency with their clients and is committed to disclosing all fees related to each service upfront, ensuring clients are aware of all cost implications beforehand.

Typical Clients, Fee Structures & Investment Minimum

According to EDGE WEALTH MANAGEMENT, LLC's Part 2 Brochure note about investment minimum, the firm does not require a minimum asset level or minimum annual fee for investment advisory services. The note also suggests that the firm may charge a lesser investment management fee based on certain criteria, but it does not mention any specific investment minimum.

How This Office Can Help New York, NY Residents

Edge Wealth Management assists clients in New York, NY by providing personalized financial planning and investment management services. The firm's experienced advisors work with clients to understand their individual financial situations, goals, and risk tolerances, and then create customized investment portfolios designed to help them achieve their objectives. New York City residents face a range of unique financial challenges, including high costs of living, complex tax rules, and a competitive job market. Edge Wealth Management helps clients navigate these challenges by offering comprehensive financial planning services that address all aspects of their financial lives. This includes investment management, retirement planning, estate planning, tax planning, risk management, and more. By working closely with clients and staying up-to-date on the latest financial trends and regulations, the firm is able to help clients achieve their financial goals and secure their financial futures.

To view the Minimum Investment and Fee Schedule for Edge Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by Edge Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.

Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Edge Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Percentage of Assets Under Management (AUM)
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.

This Office Location

Firm location 805 3rd Ave, New York, NY 10022, USA
Phone (212) 682-0133
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Other Office Locations

This firm has no other locations.

State Registrations

Edge Wealth Management, LLC is registered to service clients in the following states:

  • California
  • Connecticut
  • Florida
  • New Jersey
  • New York
  • Pennsylvania

Disciplinary History

Edge Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.