Robert Eddy is a ChFC-designated registered investment advisor at Eddy Financial, LLC, based in Santa Monica, CA, with 47 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 45 clients with $54M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eddy Financial charges a maximum of 2.00% annually for asset management services. The specific fee will be outlined in the advisory agreement. Fees are billed quarterly in advance, based on the value of the account on the last day of the previous quarter. Fees are negotiable and deducted from client accounts.
Location
100 Wilshire Blvd, Suite 700, Santa Monica, CA, 90401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Eddy Financial, LLC
Previous Registrations
Capital Analysts
Lincoln InvestmentBroker
Lincoln Investment
Capital Analysts Incorporated
Capital Analysts, IncorporatedBroker
Manequity, INC.Broker
State Registrations1 state
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