Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: $1,000,000 for an Edgemoor investment advisory account. Edgemoor Investment Advisors’ own Form ADV Part 2A brochure states this figure directly, though the firm reserves some discretion to adjust it. At that minimum, Edgemoor Investment Advisors’ own published fee schedule works out to $10,000 a year.
Account minimums at comparable advisory firms: Beacon Pointe Advisors Minimum Investment (2026) and Beese Fulmer Minimum Investment (2026).
For a closer look at this firm: Is Edgemoor Investment Advisors a Fiduciary?
The minimum, in the firm’s own words
“Edgemoor requires a minimum account of $1,000,000 for investment advisory clients. This minimum may be negotiable under certain circumstances.”
On waivability: “This minimum may be negotiable under certain circumstances.”
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| an Edgemoor investment advisory account | $1,000,000 | $10,000 | Partially, at the firm’s discretion |
| Source: Form ADV Part 2A, March 25, 2026 | |||
Edgemoor Investment Advisors’ own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $2,500 |
| $500,000 | $5,000 |
| $1,000,000 | $10,000 |
| $2,000,000 | $20,000 |
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, Edgemoor Investment Advisors’ own published fee schedule runs $5,000 a year; see the full dollar breakdown from Edgemoor Investment Advisors’ own fee disclosure across several account sizes. Read our full review of Edgemoor Investment Advisors before you decide.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? See how much it costs to leave Edgemoor Investment Advisors, or 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, quoting directly from Edgemoor Investment Advisors’ own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction 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, and it is not a substitute for reading the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
How much do you need to open an account? Compare the minimum investment at 128 advisory firms, each taken from the firm’s own Form ADV Part 2A brochure.