Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Edgemoor Investment Advisors discloses a tiered schedule starting at 1.00% in its Form ADV Part 2A (March 25, 2026). Converted to dollars, that runs $5,000 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Form ADV Part 2A (March 25, 2026): “Edgemoor’s standard fee schedule is as follows: Value of Client Assets Annual Percentage Fee First $5,000,000 1.00% Next $5,000,000 0.75% Above $10,000,000 0.60%”
Note: CRD 109104 independently re-verified ACTIVE/isSECRegistered=Y, SEC-approved since 10/25/1999. Edgemoor was managing $1,515,154,666 on a discretionary basis (none non-discretionary) as of December 31, 2025. The brochure states a $1,000,000 account minimum for investment advisory clients, described as negotiable under certain circumstances; the standard tiered fee schedule itself is the only one stated and is not gated by that minimum, so it is used for all four benchmark balances, which fall within its first $5,000,000 bracket.
- First $5,000,000: 1.00%
- Next $5,000,000: 0.75%
- Above $10,000,000: 0.60%
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $2,500 | 1.00% |
| $500,000 | $5,000 | 1.00% |
| $1,000,000 | $10,000 | 1.00% |
| $2,000,000 | $20,000 | 1.00% |
Edgemoor’s schedule is marginal, with 1.00% applying to the first $5,000,000 of assets; because all four benchmark balances are below that $5,000,000 threshold, each is calculated as the balance multiplied by 1.00%, with none of the lower next-tier rates coming into play.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Edgemoor Investment Advisors’s own published rate runs $5,000 a year.
Comparing Edgemoor Investment Advisors against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Form ADV Part 2A (March 25, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026299
- SEC Investment Adviser Public Disclosure, Edgemoor Investment Advisors, Inc. (CRD #109104): https://adviserinfo.sec.gov/firm/summary/109104
- Edgemoor Investment Advisors, Inc., SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/109104/PDF/109104.pdf
Methodology. This page was built September 28, 2026, drawing on Edgemoor Investment Advisors’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Thinking about leaving Edgemoor Investment Advisors instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
Weighing whether to move ahead? Read the full Edgemoor Investment Advisors review.
Is Edgemoor Investment Advisors a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See Edgemoor Investment Advisors’s minimum investment, straight from its own Form ADV Part 2A brochure.