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 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
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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