Perceptive Edge Investment Management, Inc. fees and pricing
Financial planner in Wayzata, Minnesota. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Perceptive Edge Investment Management, Inc. charges $200-$400 an hour and an annual fee of $10,000-$80,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$400/hr
“The hourly fees range from $200 to $400 per hour depending on the scope and complexity of the services requested.”
- Annual fee
- $10,000-$80,000/yr
“Fees for non-discretionary investment consulting services typically range from $10,000 to $80,000 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Perceptive Edge Investment Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees charged by Perceptive Edge are negotiable.”
- “Fees are negotiable based on the size of the plan or account and the complexities involved.”
- “Perceptive Edge will generally bill its fees on a quarterly basis in arrears.”
How Perceptive Edge Investment Management, Inc.’s fees compare
- Its hourly rate of $200-$400 spans the Minnesota median of $263. 54% of the 115 other Minnesota planners that publish an hourly rate charge less.
- 1 of the 2 other planners in Wayzata that publish an hourly rate charge less.
- Its annual fee of $10,000-$80,000 is above the Minnesota median of $8,050. 90% of the 49 other Minnesota planners that publish an annual fee charge less.
About Perceptive Edge Investment Management, Inc.
- Firm size: 4 employees.
- Credentials named in the brochure: CFA.
- Founded: 2002 (24 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 91
- Employees
- 4
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $505,012,465
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 119436
- Phone
- (952) 476-2770
Can advise clients in 3 states: Florida, Minnesota, Pennsylvania
Other planners in Wayzata that publish fees
- 360 FinancialWayzata$325/hr, $600-$20,000
- Wellencourt Wealth Management LLCWayzata$150/hr
- 7TH ST. FinancialChaska$200/hr
- Abbey StreetEden Prairie$250-$1,000/mo
- Abens Financial Services IncEdina$250/hr, $5,000-$100,000/yr
- Aberdour InvestmentsShoreview$80-$250/hr, $250-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.