Investedge Planning
Firm details
- Headquarters
- ,
- CRD number
- 316167
- Website
- www.investedgeplanning.com
- Custodians
- CHARLES SCHWAB & CO., INC., ZOE FINANCIAL
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals64.53%
- HNWI35.47%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Investedge Planning is an independent registered investment adviser organized as an LLC and owned by an individual. The firm positions itself as a capital allocator for individual and family clients, providing financial planning and discretionary portfolio management for individuals and small businesses. Its advisory services also include selecting outside advisers, producing periodic written material, and running educational seminars and workshops. Fee arrangements are flexible: the firm charges a percentage of assets under management and also offers hourly and fixed-fee engagements. According to filings, Investedge Planning does not market itself as an ESG investor and is not registered as a multistate adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities57%
- Public Funds/Mutual Funds37%
- Cash & Cash Equivalents7%
Contacts
1 of 1
Shannon Grey
Founder and Financial PlannerCRD 3242636
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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