Edgewater Asset Management
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About
Edgewater Asset Management serves a small group of individual, trust, and corporate clients with discretionary portfolio management and separate consulting engagements. The firm operates as a fee-only fiduciary and manages client assets custodied at the client’s chosen broker-dealer while also offering fixed-fee consulting services.
Investment decisions are driven by a top-down economic framework with focused sector allocation, and the firm combines fundamental, technical (charting), and cyclical analysis when constructing portfolios. Implementations may include equities, bonds, mutual funds, ETFs and, in appropriate accounts, options, margin, and short sales; clients may impose reasonable investment restrictions.
What is distinctive is the firm’s small, experienced two-advisor structure that manages discretionary assets in the tens of millions while also providing consulting for outside portfolios totaling over $200 million, a service mix less common among peers. The firm also leaves proxy voting to clients rather than voting on their behalf and explicitly declines commissions or soft-dollar arrangements, underscoring its purely fee-only advisory model.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.00% annually $0 - $1,000,000: 0.25% quarterly (equivalent to 1.00% annually) $0 - $1,000,000: 0.25% quarterly $0 - $1,000,000: 0.25% quarterly $0 - $1,000,000: 0.25% quarterly $0 - $1,000,000: 0.25% quarterly $0 - $1,000,000: 0.25% quarterly $0 - $1,000,000: 0.25% quarterly $0 - $1,000,000: 0.25% quarterly $0 - $1,000,000: 0.25% quarterly
Account minimum: $500,000 Fee-only: Consulting fees negotiable; minimum $1,000 per annual meeting; quarterly fees minimum $500; fees up to $10,000 per month for accounts over $25 million
Main office
5244 Shenstone Circle, Suite 200
Virgina Beach VA 23455
Advisors at this office
2
Most active in
Virginia
Also doing business as
Edgewater Asset Management · Edgewater Asset Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Advisors at this firm
Steven W
Series 63, Series 65
Virginia Beach, VA
Edgewater Asset Management
Steven Winter is a financial advisor at Edgewater Asset Management in Virginia Beach, VA, holding Series 63 and Series 65 designations with 22 years of industry experience. He has been with Edgewater Asset Management since 1996. Edgewater Asset Management serves a limited clientele of individuals, families, trusts, and corporations with personalized portfolio management and consulting services. The firm operates as a fee-only fiduciary, emphasizing a top-down economic investment approach with active sector allocation and tailored advice based on client objectives and tax considerations.
Lynne M
CFA®, Series 63, Series 65
Virgina Beach, VA
Edgewater Asset Management
Lynne Mallory is a CFA® charterholder with 22 years of industry experience. She has been with Edgewater Asset Management since 1991. The firm serves a limited clientele of individuals, families, trusts, and corporations, providing fee-only fiduciary discretionary investment management and fixed-fee consulting services. Edgewater’s investment approach combines top-down economic analysis with active sector allocation, using a range of securities tailored to client objectives and tax considerations.
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