T. L. Eddy Financial Services offers investment consultation, planning, and account management services. Thomas L Eddy is the registered principal and owner. The firm manages client assets on a non-discretionary basis. A portion of the firm's resources are devoted to financial and tax advice/preparation.
Assets Under Management$5.5M
Clients17
Advisors1
Avg. per Client$320K
Avg. per Advisor$5.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.5% to 1.5% and are negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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