Ledge Wealth takes pride in building a customized portfolio for you. We are not in business to serve everyone pretty well, but to serve a select group of clients very well.
Real character goes far beyond the golden rule. It’s about genuine care and values that show up in every conversation, call, and email.
Utilizing a well defined and disciplined process we offer investment management on a discretionary basis for individual accounts, IRAs, and corporate assets. We build the accounts with Mutual Funds, Exchange Traded Funds, Stocks, Bonds and other various fixed income instruments.
All assets are managed on a fee basis and we accept no commissions in this area. Schwab Institutional acts as custodian for our investment management platform.
This service is best suited for those with $400,000 or more to invest.