Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Edgemoor Investment Advisors is registered with the SEC as an investment adviser (CRD #109104, confirmed ACTIVE this session via SEC IAPD). Per its own current fee brochure, a $500,000 account would run $5,000 a year under its published fee schedule. Already a client and thinking about leaving? Budget $50 if Schwab custodies your account. This review covers what its fee brochure and current SEC registration confirm today; this firm also has a fiduciary-status page and minimum-investment page on this site.
Edgemoor Investment Advisors at a glance
| Fact | What Edgemoor Investment Advisors’ own pages say |
|---|---|
| Legal entity | Edgemoor Investment Advisors, Inc. |
| Registration | Edgemoor Investment Advisors, Inc. is registered with the SEC as an investment adviser (CRD #109104, confirmed ACTIVE this session via SEC IAPD). |
| Fee on a $500,000 account | $5,000 a year, per its own current brochure |
| Minimum to open an account | See the minimum-investment page for Edgemoor Investment Advisors |
| Cost to leave (exit fee) | $50 if Schwab custodies your account |
What Edgemoor Investment Advisors’ own fee schedule charges
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.
“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%”
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.
| Account balance | Annual fee |
|---|---|
| $250,000 | $2,500 |
| $500,000 | $5,000 |
| $1,000,000 | $10,000 |
| $2,000,000 | $20,000 |
See the full breakdown, including how the figure is calculated, on Edgemoor Investment Advisors’ own fee page.
Registration
Edgemoor Investment Advisors, Inc. is registered with the SEC as an investment adviser (CRD #109104, confirmed ACTIVE this session via SEC IAPD).
This is a registration confirmation only, not a fiduciary-standard verdict (a registered investment adviser can still be a dual registrant with a broker-dealer, which changes which standard applies in each capacity). For the fiduciary-standard question itself, see the fiduciary-status page for Edgemoor Investment Advisors.
What it costs to leave
Edgemoor Investment Advisors, Inc.’s Form ADV Part 2A states “A client agreement may be terminated at any time, by either party, for any reason upon receipt of 5 days’ written notice.” Edgemoor Investment Advisors, Inc. names two possible custodians in its brochure, with no single default. Charles Schwab & Co., Inc.’s own published fee schedule states “Full transfer (out) of assets: $50 per account.” National Financial Services LLC / Fidelity Brokerage Services LLC discloses no comparable line item (an honest gap).
A dedicated how-to-leave page for Edgemoor Investment Advisors covers the exit costs in full; the general mechanics of switching financial advisors and a dated termination letter apply regardless of firm.
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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 IAPD firm summary (CRD #109104, checked September 28, 2026): https://adviserinfo.sec.gov/firm/summary/109104
Methodology. This page was built September 28, 2026, drawing directly on Edgemoor Investment Advisors’ own current fee brochure, linked above, and a fresh SEC IAPD registration check run the same day. As of September 28, 2026, this site publishes a fiduciary-status page and a minimum-investment page for Edgemoor Investment Advisors; where the exit-fee page already exists it is linked above and drawn from that already-sourced page. Any fact we could not independently confirm is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading Edgemoor Investment Advisors’ own Form ADV Part 2A and Form CRS. We have not used Edgemoor Investment Advisors as a client. Edgemoor Investment Advisors did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
What does it take to open an account? See Edgemoor Investment Advisors’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing firms? See all 182 advisor firm reviews in one table, with each firm’s type and its fee on a $500,000 account.