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advisory options
Edengate’s wealth services support you from your first investment to your long-term retirement goals.
Compare our advice services
Edengate Personal Advisor
Minimum investment: $50,000.
Advisory fee: Around $30 annually per $10,000 invested.
This hybrid service includes:
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Access to experienced financial advisors
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Personalized financial planning with automated investment options
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Guidance on tax strategies, withdrawals, debt management, and more
Monday to Friday, 8 AM – 8 PM ET
Edengate Personal Advisor Select
Minimum investment: $250,000.
Advisory fee: Capped at $30 per $10,000 invested annually.
With this exclusive service, you’ll receive:
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Fully customized investment and financial planning strategies
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One-on-one guidance from a dedicated financial advisor
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Portfolio stress testing across thousands of market scenarios
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A tailored plan built from 30+ personalized data points
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Tax strategies covering Social Security, Roth conversions, withdrawal sequencing, and legacy planning
Monday to Friday, 8 AM – 8 PM ET
Edengate Wealth Management
Minimum investment: $1 million.
Advisory fee: No more than $30 per $10,000 invested annually.
For clients with greater financial complexity, this service includes:
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All benefits of Edengate Personal Advisor Select
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One-on-one guidance from a dedicated financial advisor
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Access to exclusive investment opportunities, including private equity and closed-end funds
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Advanced wealth and estate planning solutions
Monday to Friday, 8 AM – 8 PM ET
FAQ
Which investment advice is right for you?
The best choice depends on how much you plan to invest and how complex your financial needs are. Professional guidance can be ideal if you’re seeking a smart long-term strategy, want help managing your portfolio, have questions about your investments, or prefer a more structured approach.
Advice may not be the right fit if:
- You’re confident managing your investments independently
- You only need a simple savings solution
- You prefer not to pay for advisory and portfolio monitoring services
How to choose the right investment advisor?
Our guide can help you determine which advisory service fits your needs best. You can also speak with one of Edengate’s investment professionals for personalized support at +16136489877.
Will I have access to 24/7 customer service?
While 24/7 phone or chat support isn’t available, you can access your account online anytime. Our investment professionals are available by phone Monday to Friday, 8 AM – 8 PM ET. Depending on the advisory service you choose, you may also have direct access to a dedicated advisor.
How much money do I need to invest?
The minimum investment required depends on the advisory service you choose:
- Edengate Personal Advisor: $50,000
- Edengate Personal Advisor Select: $250,000
- Edengate Personal Advisor Wealth Management: $1,000,000
How much does an investment advisor cost?
Costs depend on the advisory service you choose and the amount you invest. You can use the fee calculator on each Edengate advisory service page to get a personalized estimate.
Does Edengate provide free investment advice?
While we don’t offer free investment advice, we do provide valuable educational resources available to all investors at no cost.