Overview
- Total Firm Assets
- $604 million
- Average High-Net-Worth Client Portfolio Size
- $3.4 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: ATLANTIC EDGE ADV PART 2A BROCHURE (2025-04-01)
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Latest filing: ATLANTIC EDGE ADV PART 2A BROCHURE (2026-03-26)
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| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $5,000,000 | 0.75% |
| $5,000,001 | $10,000,000 | 0.50% |
| $10,000,001 | and above | 0.30% |
Stated Minimum Annual Fee: $5,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $40,000 | 0.80% |
| $10 million | $65,000 | 0.65% |
| $50 million | $185,000 | 0.37% |
| $100 million | $335,000 | 0.34% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 91.58%
- Number of High-Net-Worth Clients
- 161
- Total Client Accounts
- 907
- Discretionary Accounts
- 880
- Non-Discretionary Accounts
- 27
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 327354
- ATLANTIC EDGE ADV PART 2A BROCHURE (2026-03-26) · View brochure text
- ATLANTIC EDGE ADV PART 2A BROCHURE (2025-04-01) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗