Eldridge Investment Advisors (EIA) offers investment management and financial planning services. EIA determines investment strategies based on individual client goals, risk tolerance, and objectives. Clients can choose discretionary or non-discretionary management. EIA may use sub-advisors or refer clients to third-party managers. Financial planning is included for investment management clients. EIA also offers retirement plan investment management services to plan sponsors.
Assets Under Management$790M
Clients681
Advisors8
Avg. per Client$1.2M
Avg. per Advisor$99M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
All advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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