Eddie Patel is a CFP-designated registered investment advisor at Zendamentals, based in Chicago, IL, with 18 years of industry experience. Eddie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 424 clients with $160M 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 $1.5M | 1.00% |
| $1.5M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
The annual fee is negotiable. Accounts within the same household may be combined for a reduced fee. For clients wishing to engage Eddie Patel, Inc. for option writing or covered calls, a maximum of 1% will be added to the above fee schedule.
Fee Estimator
Location
2257 W Irving Park Rd, Ste 1, Chicago, IL, 60618
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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
Eddie is the President/CEO of Zen Wealth Management Group, Inc., which provides accounting, insurance, and real estate services, taking nearly full-time hours. He is also the CEO of Zen Tax 2 LLC and Zen Tax 3 LLC, and a managing member of Box Holdings, LLC, a real estate holding company.
Employment History
Current Registrations
Zendamentals
Previous Registrations
Expressive Wealth LLC
Liberty Partners Financial Services, LLCBroker
United Securities Alliance, INC.Broker
Wma Securities, INC.Broker
State Registrations2 states
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