Starter Investor Package
€280 setup
Best for: Beginners
- Account setup
- Risk profile assessment
- Basic portfolio allocation
- One annual review
Annual fee: €19-€49/month
Start with Starter
Edge Mentor Exchange
Investment Packages
Packages
Investment packages built for every stage of wealth.
Choose a structured service package designed for beginners, long-term wealth builders, and private wealth clients seeking advanced planning support.
Wealth Builder Package
from €5,250
Best for: Retirement structures, superannuation, and mid-level investors with €10k-€50k
- Tax-efficient structuring
- Portfolio planning
- Annual rebalancing
- Quarterly reviews
- Tax reporting support
Annual fee: 0.75% AUM or minimum €900/year
Build My Wealth PlanPrivate Wealth / Trust Structure Package
from €70,000
Best for: Trusts, family wealth structures, and high-net-worth clients with €100k-€500k
- Legal coordination
- Trust structuring
- Estate planning support
- Multi-account management
- Tax optimization strategy
Annual fee: 0.50%-1.00% AUM
Choose Private WealthFees and services are subject to eligibility, jurisdiction, service agreement, and legal or tax review. Outcomes are not assured.
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