Edvestment Solutions L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Edvestment Solutions provides fee-based portfolio management services to individual clients and individual retirement accounts, focusing on personal investment accounts rather than institutional or advisory referral programs. The firm conducts an initial consultation to assess financial condition, risk tolerance, and investment objectives before entering into an advisory agreement.
Investment decisions are guided by fundamental, top‑down analysis that emphasizes macroeconomic variables (GDP, inflation, interest rates, currency movements) and seeks to align asset allocation with client goals; portfolios may combine passive index approaches for capital preservation with active equity and options strategies for clients seeking growth. The adviser does not use margin or leveraged products and limits options activity to long options and buy‑write strategies.
The firm recommends a specific low‑cost broker‑dealer/custodian and uses that platform’s trading and research tools, though clients may choose a different custodian; the brochure notes the availability of those research tools could present soft‑dollar considerations. Accounts are monitored daily with formal quarterly reviews, the adviser may aggregate client orders for execution, and it arranges for advisory fees to be deducted from client accounts (described as a limited form of custody).
Client services
Expertise
Fee options
$6,000 flat fee annually for accounts above $600,000
$100,000 - $600,000: 1 percent per annum $600,001+: $6,000 flat fee annually
Account minimum: $100,000 Minimum fee: Flat fee of $6,000 annually for accounts above $600,000 Fee-only: 1% per annum on $100,000 to $600,000; Flat fee $6,000 annually above $600,000
Main office
Lemont IL
Advisors at this office
1
Most active in
Illinois
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
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