Eclipse Asset Management provides investment advice to individuals. The firm analyzes clients' financial objectives and risk tolerance to design and implement tailored investment portfolios. Clients can specify restrictions on the types of securities they want to avoid. Eclipse Asset Management uses fundamental analysis to make investment decisions, considering company-specific, macroeconomic, and industry trends.
Assets Under Management$8.2M
Clients4
Advisors1
Avg. per Client$2M
Avg. per Advisor$8.2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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