| Assets Under Management | Annual Fee |
|---|---|
| Up to $25.0M | 0.15% |
| $25.0M - $50.0M | 0.10% |
| $50M+ | 0.05% |
Fees may be higher based on complexity. Plans over $50 million are typically quoted at a fixed annual fee. Fee is blended as assets increase. Negotiable over $50 million.
300 Primera Blvd., Suite 200, Lake Mary, FL, 32746
Get directionsEddie owns 100% of EBA Holdings, Inc., established in 2000 for personal financial holdings, but devotes no time to it. He also attends quarterly board meetings for Citrus Transport LLC as a passive investor, dedicating a few hours per week, and may offer insurance products through his firm or its affiliates.