Overview

Total Firm Assets
$154 million
Average High-Net-Worth Client Portfolio Size
$4.6 million

Fee Disclosure

Source: TRAILS EDGE WEALTH ADVISERS ADV PART 2A (2026-10-28) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.00%
$1,000,001 $2,000,000 0.85%
$2,000,001 $5,000,000 0.75%
$5,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $41,000 0.82%
$10 million $66,000 0.66%
$50 million $266,000 0.53%
$100 million $516,000 0.52%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
87.70%
Number of High-Net-Worth Clients
29
Total Client Accounts
60
Discretionary Accounts
60

Services Offered

Services: Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
299466
  • TRAILS EDGE WEALTH ADVISERS ADV PART 2A (2026-10-28) (fee schedule source) · View brochure text

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

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