Edwards Asset Management is a full-service investment management and wealth advisory practice entrusted by high-net-worth families and foundations in Naples and beyond to not only steward their wealth but also, and most importantly, strive to perpetuate wealth for multiple generations.
As long-standing, actively involved members of the Naples community, we credit personalized service, tailored wealth strategies, and customized investment management styles as fundamental to our mission of client success.
We have a verified track record we're proud to share, and we invite you to compare our record with your current advisors or any other. Planning to help you prepare your family for multi-generational growth, and leaving them with more wealth than you retired with, is a noble pursuit, a generous gift, and the appropriate goal to have. We do client reviews nearly every day that are a reminder that this goal can be reached. We invite you to review our performance.
Our professional practice targets objective advice.
We believe in full transparency and a relationship without hidden fees.
We believe in aligning our incentives to your growth.
We offer a value proposition of management, custody, service, and advice without stacking or layering of fees.
EXPERIENCE AND ADVICE MATTER...
We have navigated our clients through various challenging market environments, including several recessions, 9-11, the "Great Recession," and a pandemic. We coach our clients in the behavior biases that investors may encounter. When volatility arises, we have a plan based on long-term, time-honored techniques and offer advice that has matured through experience.
Past performance is not indicative of future results, and there is no assurance that any investment strategy will be successful.
Fees for the PIM program include Advisory services, performance measurement, transaction costs, custody services and trading. Fees are based on the assets in the account and are assessed quarterly. There is a minimum fee of $250 per calendar quarter to maintain this type of account. Advisory accounts are not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a description of our services. The minimum account size for this program is $50,000.
IN THE NEWS
Edwards Asset Management is often featured in the news for philanthropic work throughout the Southwest Florida community, industry accolades and awards, and internal hires and promotions.
The 2021 Naples Illustrated Top 100 is based upon recipient’s impact and involvement in the community and business.