Noel Eddleman is a registered investment advisor at Eddleman & Eddleman INC, based in Jackson, TN, with 21 years of industry experience. Noel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Annual percentage fee ranges from 3% down to 0.5% (1/2 of 1%) depending on the size and complexity of the account. Accounts under $100,000 may be subject to a minimum fixed or hourly billing amount.
Fee Estimator
Location
36 Sandstone Circle, Suite E, Jackson, TN, 38305
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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 Activities
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
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.
Exams
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