Eddie Patel, Inc. dba Zendamentals offers investment management services where they manage client portfolios. They determine investment goals, time horizons, and risk tolerance to create investment strategies. Clients can place restrictions on certain investments. Eddie Patel, Inc. may also direct clients to third-party investment advisors.
Assets Under Management$160M
Clients424
Advisors1
Avg. per Client$380K
Avg. per Advisor$160M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
The annual fee is negotiable. Accounts within the same household may be combined for a reduced fee. For clients wishing to engage Eddie Patel, Inc. for option writing or covered calls, a maximum of 1% will be added to the above fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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