AnalyticEdge Finance
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$5,745,249
Clients
8
Advisors
1
of 1 employees
About
AnalyticEdge Finance provides comprehensive financial planning and discretionary investment management primarily for individual clients and families, and also offers an Advice‑Only deliverable. The firm’s services include estate planning, life and health risk management, retirement planning, and operational support such as disbursements and periodic contributions.
The firm tailors portfolios to client goals and constraints, managing accounts on a discretionary basis while permitting carve‑outs and client‑directed trades where requested. AnalyticEdge uses quantitative tools — including Monte Carlo simulation, efficiency‑frontier optimization, and Portfolio Visualizer back‑testing — and the brochure discloses that it provides and advertises back‑tested and predecessor performance results while also evaluating sub‑advisors available via Charles Schwab’s TAMP offerings.
Distinctive features disclosed in the brochure include a brokerage relationship for insurance sales facilitated through an insurance marketing organization (with commissions disclosed and limitations described), and a practice of offering free public educational workshops. The firm also provides small‑business 401(k) advisory services as a 3(21) fiduciary with participant financial‑wellness programming and participates in the development of a practice‑management application through a vendor relationship.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Flat fee capped at $5,000 for Advice Only services, negotiable, charged upon delivery.
$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%
Commission compensation is received for the sale of insurance and annuity products (term life insurance, whole life insurance, universal life insurance, indexed universal life insurance, and fixed annuities). No commissions on sale of mutual funds or investment products.
Fee-only: Flat fee capped at $5,000 for Advice Only services, charged upon delivery of the advice deliverable, negotiable.
Main office
Dallas TX
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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