Ledge Wealth

Ledge Wealth Management, Inc., operating as Ledge Wealth, is a registered investment adviser based in Sartell, Minnesota, established in 2012. The firm offers personalized wealth management services, including Investment Management, Financial Planning & Consulting, and Investment Fiduciary Retirement Plan Consulting. Clients have the option for discretionary or non-discretionary investment management services, with a minimum initial investment of $750,000. Ledge Wealth primarily advises on mutual funds, ETFs, individual stocks, and bonds, tailored to client objectives and risk tolerance. The firm follows Modern Portfolio Theory for asset allocation and utilizes various analysis methods. Clients' assets under management total $350,927,270, with an additional $186,883,228 under advisement as of December 31, 2022. Fees for investment management services are tiered based on assets under management, starting at 1.00% for the first $2,000,000. Financial planning services are offered on a fixed or hourly fee basis. Ledge Wealth does not accept performance-based fees, acts as a fiduciary, and does not vote client securities proxies. The firm maintains a Code of Ethics, emphasizing client interests, and safeguards client information with strict privacy policies.