The Eideard Group offers investment advice, primarily recommending unaffiliated third-party investment managers. They create investment plans based on your individual needs and manage portfolios on a discretionary or non-discretionary basis. They also offer family office services to high-net-worth individuals, including risk management, tax and investment strategy integration, bill paying, and philanthropy planning. Clients can also receive consulting services on specific financial issues.
Fee Structure
The Eideard Group's fees for managing your investments are a percentage of the value of your portfolio, typically ranging from 0.35% to 0.75% per year. For investments in private investment vehicles managed by The Eideard Group, there is generally a performance-based fee of 20% of net profits above a certain hurdle rate (typically 8%-10%). These fees are negotiable.