Healthedge Investment Partners

CRD#163421
Investment Advisor Firm

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Learn more about Healthedge Investment Partners

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Healthedge Investment Partners is an advisory company based in Tampa, Florida. The company oversees $371.3 million in assets over five client accounts, placing it among the larger financial advisory firms in the United States by assets under management (AUM). The company has a small group, including 8 financial advisors. Healthedge Investment Partners does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable financial assets like stocks, options and bonds.

    Healthedge Investment Partners administers all of the firm's client assets in a discretionary manner. Discretionary management means that an investment advisor has the discretion to make buy and sell decisions without requiring client approval. Healthedge Investment Partners oversees an average of $74.3 million for every client account. An average financial advisor at Healthedge Investment Partners manages fewer than one client account, making it one of the most individualized financial advisor firms in the country.

    The company's central office is located at 5550 W Executive Drive, Tampa, Florida 33609. The company is legally permitted to provide services to customers in the state of Florida.

    Assets Under Management

    $371.3 million

    Number of Advisors

    8

    Disclosures

    No

    Office Location

    5550 W Executive Drive
    Tampa, FL 33609

    Healthedge Investment Partners by the Numbers

    Total Assets Under Management

    $371.3 million

    National Average: $8.6 billion
    Total Number of Employees

    9

    National Average: 64
    Total Number of Accounts

    5

    National Average: 375,227
    Average Account Size

    $74.3 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees charged by financial advisors usually are based on the services provided. However, fee types charged by the company most likely include some blend of the following fee structures: asset-based or performance-based. The firm does not provide a wrap fee program, in which the company offers a bundle of services for a single fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Back to Overview

    Types of Clients

    Healthedge Investment Partners works with pooled investment vehicles. Out of its five clients, Healthedge Investment Partners's biggest client group by number of accounts is pooled investment vehicles. None of the company's customers are represented by non-U.S. persons.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Healthedge Investment Partners does not have any disclosures.

    Please visit its Form ADV for more details.

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