For more than 30 years, Bob Edwards has served clients in Naples, addressing the financial considerations of individuals, multigenerational families, family offices, foundations, and endowments.
Edwards Asset Management is a full-service wealth advisory practice with a focus on exceptional, personalized client service. We were founded upon the belief that personal attention is paramount to success – ours and our clients’. When you entrust us as your investment advisor, you’ll receive personalized service, clear communication, and our unwavering commitment to achieve your financial goals.
Considering You and Your Family
Then we collaborate with you and your advisors, addressing wealth’s challenges by implementing investment management, planned to potentially produce positive outcomes over time.
The Responsibility of Wealth
With wealth comes responsibility and unique considerations: personal, family, social, philanthropic, and finally the stewardship to sustain wealth. Every family is different; we structure highly customized, boutique, investment management solutions. Solutions smartly designed to align you and your family’s specific needs, priorities, and aims.
Transparent and Conflict-Free Relationship
Our process assures full transparency and objective advice. Our managed account fee structure makes us advocates for your family, without commission or remission payments from your other advisors. Our conflict-free policy, eliminating hidden fees and aligning our interests with yours, ensures that our only incentives are sustaining and growing your family’s wealth. We take our fiduciary duties seriously, always striving to act in the best interests of our clients and providing guidance, strategy and support.
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.