Edgewater Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
3
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
3
Average account size
$0
About
Edgewater Financial Services, LLC serves individuals, high‑net‑worth clients, and pension and profit‑sharing plans. The firm offers investment supervisory services, financial planning, and analytical/performance consulting to other registered investment advisers, including reviews of retirement plan investments such as 401(k) and profit‑sharing plans.
Edgewater employs fundamental analysis and a long‑term investment approach, documenting client objectives and risk tolerance in a written Investment Policy Statement to guide portfolio selection and monitoring. Accounts are managed on a non‑discretionary basis and are reviewed at least quarterly by the firm’s sole advisor; the firm does not accept investment discretion or proxy voting authority.
Distinctive features relative to many peers include its provision of pension plan analysis and consulting and its engagement with other advisers for analytical and performance services—services less commonly offered by solo independent firms. The firm reports approximately $19.8 million in non‑discretionary assets under management, with no discretionary AUM, and conducts account oversight directly rather than delegating to third‑party managers.
Client services
Expertise
Occupation focus
Fee options
$1,000 to $100,000, negotiable
$0 - $3,000,000: 0.60% annually Above $3,000,000+: Negotiable
$75 to $250 per hour, negotiable
Main office location
Edgewater Financial Services, LLC
Hingham MA, United States
Number of offices
1
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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