Slight Edge Wealth Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Slight Edge Wealth Strategies positions itself as an investment manager that works with pooled vehicles and institutional accounts and also offers portfolio management via third‑party separately managed account platforms, retirement plan consulting, and educational financial‑planning webinars. The firm additionally provides financial planning services on retainer, as standalone plans, or on an hourly basis for clients that require consultative support.
The firm’s investment process relies on fundamental analysis combined with diversified asset‑allocation and risk‑management, typically employing passive, low‑cost mutual funds and ETFs while retaining the ability to include fixed income, alternatives, insurance products, or tactical allocations when appropriate. When using separately managed platforms, the firm selects, monitors, and rebalances third‑party money managers to keep client objectives and risk tolerances aligned.
Noteworthy distinctions include an affiliated insurance agency: the firm’s advisors are licensed insurance agents who offer life, disability, long‑term care products and fixed annuities and disclose that 30–40% of firm resources may be devoted to insurance activities, creating potential conflicts when insurance commissions are also earned. The firm also documents the use of hourly planning engagements and formal selection of other advisers, and it operates with a very small staff and no client assets reported as of the brochure date.
Client services
Expertise
Fee options
Initial onboarding fee for comprehensive financial planning is $1,400, negotiable; standalone financial plan fixed fee $5,000, negotiable; financial planning webinar fees start at $50 and up
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.85% $1,000,000+: 0.60%
$350 per hour for financial planning consultations (minimum 1 hour), negotiable
Account minimum: No minimum asset or investment value required; however, minimum investment for separately managed portfolio services varies by program and portfolio management only services have a minimum annual fee equivalent to $260 quarterly ($1,040 annually), which implies a minimum asset level around $100,000. Minimum fee: Minimum annual fee of $4,200 for comprehensive financial planning services; for portfolio management only clients, minimum fee of $1,040 annually (i.e., $260 quarterly) applies Fee-only: Comprehensive financial planning services fees range from $4,200 to $15,000 annually, negotiable; hourly financial planning rate is $350 per hour (minimum 1 hour), negotiable; standalone financial plan fixed fee $5,000, negotiable
Main office
4600 Touchton Rd. E, Bldg 100, St. 150
Jacksonville FL 32246
Advisors at this office
1
Most active in
Florida
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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