Firm
Perceptive Edge
Wayzata, Minnesota
Fee-only
Perceptive Edge at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 4 employees and 91 individual clients, 29 of them high net worth.
- Its average account is about $2.3 million (assets it manages divided by its 215 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Wayzata, Minnesota |
|---|---|
| Website | perceptive-edge.com |
| Phone | (952) 476-2770 |
Perceptive Edge fees
Perceptive Edge doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $505 million |
| Individual clients | 62 |
| High-net-worth clients | 29 |
| Accounts managed | 215 |
| Employees | 4 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-79412) |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 119436 |