Eric Dumont is a registered investment advisor at Eod Investments, LLC, based in Mercer Island, WA, with 16 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $100K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EOD Investments typically does not charge a management fee, but instead charges a performance fee of 25% above a 6% hurdle rate. However, limited partners who are not considered "Qualified Clients" will pay a management fee of 1.5% of their capital account per year, debited quarterly. There are restrictions on withdrawals from the capital account, with semi-annual withdrawal options available with prior notice.
Location
Mercer Island, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eric is a senior consultant with Yesler Inc. since 2019, focusing on business management. This activity is not investment-related and takes nearly all of Eric's time.
Employment History
Current Registrations
Eod Investments, LLC
State Registrations1 state
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