Edgerock Wealth Management Fees & Minimum

Overview

Headquarters: Denver, CO
Total Firm Assets: $579 million
Average High-Net-Worth Client Portfolio Size: $2.6 million
Stated Minimum Account Size: $80,000

Fee Disclosure

Source: FIRM BROCHURE (2026-06-24) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.50%
$500,001	$1,000,000	1.35%
$1,000,001	$3,000,000	1.20%
$3,000,001	and above	1.00%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$14,250	1.42%
$5 million	$58,250	1.16%
$10 million	$108,250	1.08%
$50 million	$508,250	1.02%
$100 million	$1,008,250	1.01%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 69.02%
Number of High-Net-Worth Clients: 156
Total Client Accounts: 1,559
Discretionary Accounts: 1,559

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars

Regulatory Filings

SEC CRD Number: 312325

FIRM BROCHURE (2026-06-24) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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