Inside Edge Capital Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 22, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$10,000

“Services are offered based on a flat fee of no more than $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Inside Edge Capital Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “This means that the assets in a client’s account will be billed at one level according to the fee schedule above.”
• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed mid- billing period, fees will be prorated based on the days services are provided during the given period.”

How Inside Edge Capital Management, LLC’s fees compare

• Its flat or project fee of $10,000 is above the New York median of $4,500. 83% of the 251 other New York planners that publish a flat or project fee charge less.
• 7 of the 9 other planners in Saratoga Springs that publish a flat or project fee charge less.

About Inside Edge Capital Management, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

46

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$44,834,556

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

315864

Website

newagewealth.com (opens in new tab)

Phone

(888) 399-0529

Can advise clients in 3 states: Massachusetts, New York, Texas

Other planners in Saratoga Springs that publish fees

• Barbara J. Bouchey Asset Management, Inc.Saratoga Springs$100⁠-⁠$250/hr, $500⁠-⁠$2,500
• Crescent Hill Partners LLCSaratoga Springs$5,000⁠-⁠$50,000
• Dubois Capital Management LLCSaratoga Springs$500⁠-⁠$5,000
• Even Keel AdvisorsSaratoga Springs$290/hr, $250⁠-⁠$12,000
• King Wealth Management Group, LLCSaratoga Springs$2,500⁠-⁠$10,000
• Mcneill Capital, LLCSaratoga Springs$25⁠-⁠$875/hr, $525⁠-⁠$1,500/qtr

Compare all 16 planners in Saratoga Springs