Eukles Asset Management (EAM) offers investment advice using model asset allocation portfolios designed to meet specific investment goals. EAM manages accounts on a discretionary basis, tailoring portfolios to client objectives and tax considerations. Clients can place reasonable restrictions on investments. EAM's recommendations include stocks, bonds, exchange-traded funds (ETFs), and options, used according to client risk tolerance. EAM offers its portfolio management services through the Eukles Asset Management Strategic Wealth Management Wrap Fee Program and on a non-wrap fee basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Schedule is for wrap accounts. Non-wrap accounts have a different fee schedule: 0 to $1M: 1.15%, $1,000,001 to $3M: 0.95%, $3,000,001 to $5M: 0.70%, $5,000,001 to $10M: 0.45%, Over $10M: 0.35%. Fees may be negotiable.