Everglades Resources, Inc. (ERI) focuses on investment research and security selection for its clients. ERI manages individual and retirement accounts, as well as pooled asset accounts. ERI generally invests client assets into the same investments, adjusting for account size and time horizon. ERI may assist clients with a review of their holdings at other firms and their personal financial situations, but this is not a primary focus. ERI primarily recommends individual stocks, exchange traded funds (ETFs), and covered call options.
Fee Structure
Everglades Resources charges a percentage of your portfolio each year, ranging from 1% to 2%. They may also charge up to 20% of the gains in eligible accounts. These fees are negotiable. Relatives of the owner are not currently charged a fee. The fees are billed quarterly based on the value of your portfolio at the beginning of each quarter.