Noel Eddleman is a registered investment advisor at Eddleman & Eddleman INC, based in Jackson, TN, with 20 years of industry experience. Noel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 123 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eddleman & Eddleman primarily manages investments for a percentage of the assets they manage. The annual percentage fee is negotiable and ranges from 0.5% to 3% of the assets managed, depending on the size and complexity of your account. The fee is divided into quarterly amounts and paid at the end of each quarter. If your managed assets are less than $100,000, Eddleman & Eddleman may require a minimum fixed or hourly billing amount.
Location
36 Sandstone Circle, Suite E, Jackson, TN, 38305
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Noel is the manager of the General Partner for Eddleman Venture Capital, LLC, dedicating a few hours per week. He also serves as a board observer for Winsome Truth, Inc., a board member for Harvard Grace, and a board member of the GP for TNpro Construction Company LP, spending minimal time on each activity.
Employment History
Current Registrations
Eddleman & Eddleman INC
Previous Registrations
Next Financial Group, INC.
State Registrations3 states
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