Edge Financial Advisors, LLC

Edge Financial Advisors, LLC, based in Wheaton, Illinois, has been providing investment advisory services since 2005. The firm offers investment supervisory services on a fee basis, with clients required to enter into written agreements outlining the terms. Clients have the option of discretionary or non-discretionary management, with EFA primarily recommending the use of Fidelity Investments or Charles Schwab for brokerage and clearing services. EFA may also recommend third-party money managers for certain clients. The firm provides financial planning services covering various areas such as cash flow, tax planning, and retirement planning. EFA manages over $374 million on a discretionary basis and over $4 million on a non-discretionary basis. Fees are charged based on a percentage of assets under management, with additional fees for performance-based services. EFA does not vote client securities and does not provide custody of client assets. The firm maintains strict privacy policies and safeguards to protect clients' information. For further details or inquiries, contact Ed Meek at (630) 221-1000.