Eod Investments, LLC

Fee-Only (% of Portfolio)

EOD Investments, LLC manages a private investment partnership called Eudaimonia Investments, LP. Founded in 2009 and based in Mercer Island, Washington, EOD Investments, LLC focuses on achieving long-term capital growth through rigorous fundamental research. The firm uses a value investing approach inspired by Benjamin Graham, seeking out companies trading well below their intrinsic value. The portfolio is typically concentrated in a small number of long positions, and may occasionally use options or short positions when market overvaluations occur. EOD Investments, LLC serves accredited and qualified investors through its private partnership.

Assets Under Management$100K
Clients1
Advisors1
Avg. per Client$100K
Avg. per Advisor$100K

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Management fee of 1.5% applies to non-qualified clients. Qualified clients pay a 25% performance fee on gains above a 6% hurdle rate instead of a management fee.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm

Eod Investments, LLC - Fees, AUM & Advisors | TrueAdvisor