Eber Capital Management, led by Steven L. Eber, offers investment advice for individuals, trusts, retirement plans, and IRAs. With 37 years of experience, Eber focuses on long-term, conservative stock investing. Eber selects stocks based on macroeconomic outlook and company fundamentals, favoring established companies with strong financials and predictable growth. Eber operates as an independent, fee-based advisor, avoiding commissions and conflicts of interest.
Assets Under Management$92M
Clients39
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$92M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for accounts over $5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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