Advisor at Edgewater Asset Management
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Firm
Edgewater Asset Management
Location
Virginia Beach, VA 23455
Credentials
Series 63, Series 65
Industry experience
22 years
Steven Winter is a financial advisor at Edgewater Asset Management in Virginia Beach, VA, holding Series 63 and Series 65 designations with 22 years of industry experience. He has been with Edgewater Asset Management since 1996. Edgewater Asset Management serves a limited clientele of individuals, families, trusts, and corporations with personalized portfolio management and consulting services. The firm operates as a fee-only fiduciary, emphasizing a top-down economic investment approach with active sector allocation and tailored advice based on 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
Virginia Beach, VA 23455
Virginia
IA Edgewater Asset Management
1996 - Present (30 years)
Edgewater Asset Management
1996 - Present (30 years)
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Real estate agent
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Other specialized services
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