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- Custodian
- Apex ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Timber pioneerSignal delta +more
- Established Date
- 09-13-2021
- Office Locations
- 1
Office Locations
About Investedge Planning
InvestEdge Planning is a fee-only fiduciary RIA delivering holistic financial and retirement planning, forward-looking tax planning, and ongoing investment management with a focus on tax efficiency. The firm works with mid-life professionals, retirees, women & couples, and families, and supports needs like equity compensation, college planning, insurance reviews, and estate planning coordination. Offers flat-fee one-time plans or subscription planning; Schwab is custodian.
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Investment Themes
Investment Vehicles
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Owner & Executives
SHANNON G GREY
Founder
- CRD
- #3242636
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,803,040 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,803,040 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,803,040
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,822,367,556 | 56.2% |
| Public Funds | $1,089,775,373 | 21.7% |
| Cash | $1,109,863,398 | 22.1% |
| Total | $5,022,006,327 | 100.0% |