Eldridge Investment Advisors provides personalized investment management and financial planning services to individuals, trusts, estates, and retirement plans. Founded in 1992, Eldridge Investment Advisors builds custom portfolios based on each client's goals, time horizon, and risk tolerance, offering both discretionary management (where the firm makes trades on your behalf) and non-discretionary management (where you approve trades first). The firm integrates comprehensive financial planning into its investment management services at no additional cost, covering personal budgeting, tax strategies, retirement projections, estate planning, and insurance reviews. Eldridge Investment Advisors also assists retirement plan sponsors with fiduciary management under federal retirement plan rules.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee is 1.00%. Fees are negotiable based on the total dollar value of household accounts and other factors.