Advisor at Edgewater Asset Management
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Firm
Edgewater Asset Management
Location
Virgina Beach, VA 23455
Credentials
CFA®, Series 63, Series 65
Industry experience
22 years
Lynne Mallory is a CFA® charterholder with 22 years of industry experience. She has been with Edgewater Asset Management since 1991. The firm serves a limited clientele of individuals, families, trusts, and corporations, providing fee-only fiduciary discretionary investment management and fixed-fee consulting services. Edgewater’s investment approach combines top-down economic analysis with active sector allocation, using a range of securities tailored to client objectives and tax considerations.
Based on Edgewater Asset Management
Consulting fees negotiable; $1,000 per annual meeting (2-3 hours); $500 quarterly review fee; up to $10,000 per month for complex accounts over $25 million.
$0 - $1,000,000: 1.00% annually (0.25% quarterly) $1,000,001 - $2,500,000: 0.50% annually (0.125% quarterly) $2,500,001+: 0.25% annually (0.0625% quarterly)
Account minimum: $500,000 Fee-only: Fee-only fiduciary RIA; no commissions accepted.
5244 Shenstone Circle, Suite 200
Virgina Beach, VA 23455
Virginia
IA Edgewater Asset Management
1991 - Present (35 years)
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