Investedge Planning

Overview

Investedge Planning is organized as a limited liability company and operates as an independent registered investment adviser owned by an individual. Its client focus is individuals and families, and the firm combines financial planning with discretionary portfolio management for individuals and small businesses. Services extend beyond portfolio management to include selection of other advisers, publication of periodicals or newsletters, and educational seminars or workshops. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm is identified as a capital allocator and does not describe itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives