Andrew Eddy
Andrew Eddy is a CFP, ChFC-designated registered investment advisor at Eddy Financial, LLC, based in Santa Monica, CA, with 11 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 45 clients with $54M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eddy Financial charges a maximum of 2.00% annually for asset management services. The specific fee will be outlined in the advisory agreement. Fees are billed quarterly in advance, based on the value of the account on the last day of the previous quarter. Fees are negotiable and deducted from client accounts.
Location
100 Wilshire Blvd, Suite 700, Santa Monica, CA, 90401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew is an insurance broker selling fixed insurance products, including life, health, long-term care, disability, and annuities, dedicating a few hours per week to this activity. He also volunteers as the head of his homeowners association, spending minimal time on it.
Employment History
Current Registrations
Eddy Financial, LLC
Previous Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Capital Analysts, IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.