Eric Dumont is a registered investment advisor at Eod Investments, LLC, based in Mercer Island, WA, with 17 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Management fee of 1.5% applies to non-qualified clients. Qualified clients pay a 25% performance fee on gains above a 6% hurdle rate instead of a management fee.
Fee Estimator
Location
Mercer Island, WA
Get directionsHistory
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
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
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
More Advisors
- Rachel Jennison, CFPPaysse Jennison Financial Advisors, Paysse Jennison
- Andrew Wiegand, CFPCommonwealth Financial Network
- Jeffrey Jones, CFPStrategic Advisers LLC
- Dan Kanivas, CFA, CFPTriple Summit Advisors, LLC
- Peter Watson, CFP, ChFCLPL Enterprise, LLC
- Benjamin Melton, CFA, CFPLPL Financial LLC