Michael Eddy is a registered investment advisor at Berkeley Capital Partners, LLC, based in Milton, GA, with 43 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,544 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.90% |
Fee Estimator
Location
3000 Heritage Walk, Suite 301, Milton, GA, 30004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a managing partner at Berkeley Capital Partners, LLC, a registered investment advisor, dedicating full-time hours. He is also a limited partner in Berkeley Capital Partners Ventures I and II, LLC, Done With E's, LLC, and DWE Family LLC, all holding companies, but spends no time on these ventures.
Employment History
Current Registrations
Berkeley Capital Partners, LLC
Previous Registrations
Triad Advisors, INC.Broker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Drexel Burnham Lambert IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations2 states
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