AnalyticEdge Finance
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,166,494
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
6
17% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
Very LowAverage account size
$861,082
About
AnalyticEdge Finance provides customized investment management and comprehensive financial planning primarily for individuals and families, with an emphasis on clients transitioning to retirement; the firm also accepts legal entities, trusts, and small-business clients. Services described in the brochure include estate planning, retirement planning, life and health risk management, one-time Advice-Only deliverables, ongoing discretionary portfolio management, and 3(21) fiduciary services for small 401(k) plans.
The firm’s investment process is described as quantitative and personalized, using Monte Carlo simulations, portfolio back-testing and efficiency‑frontier optimization to assess risk and expected returns and to produce client deliverables; reports are generated with external tools such as PortfolioVisualizer and eMoney. Portfolios are managed on a client‑by‑client basis (core-and-satellite style is noted as one option), with rebalancing frequencies tailored to the client and the option for either discretionary or non‑discretionary arrangements.
Noteworthy for a small independent adviser, the brochure discloses and presents back-tested performance results and predecessor performance as part of its recommended analyses, while also emphasizing the usual caution that past results do not guarantee future outcomes. The firm combines advisory work with an insurance brokerage relationship facilitated through an insurance marketing organization (AshBrokerage) — with related commission disclosures and limits noted — offers free public financial‑education workshops that do not solicit attendees, and provides non‑discretionary pension consulting as a 3(21) fiduciary for small business retirement plans.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Life insurance needs analysis
Demographic focus
Approaching retirement
Fee options
Flat fee for Advice Only service capped at $1,000, negotiable
$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.85% $2,000,000 - $5,000,000: 0.75% $5,000,000+: 0.65%
Commissions from sale of insurance and annuity products (term life, whole life, universal life, indexed universal life, fixed annuities)
Fee-only: Advice Only service flat fee up to $1,000, one-time fee charged upon delivery of advice deliverable
Main office location
AnalyticEdge Finance
Dallas TX, United States
Number of offices
1
Most active in
AnalyticEdge Finance has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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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