John Eiduk is a registered investment advisor at Eiduk Tax and Wealth, based in Palatine, IL, with 12 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10 clients with $1.5M 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 $100K | 0.00% |
| $100K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Location
Palatine, IL
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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
John is an insurance producer since 2015, selling life, health, and long-term care insurance. This takes about 10-20% of his time, including during securities trading hours.
Employment History
Current Registrations
Eiduk Tax and Wealth
Previous Registrations
AXA Advisors, LLC
At World 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.