EAB Investment Group provides investment advisory, sub-advisory, and consulting services primarily to institutional clients and registered investment companies. EAB specializes in risk management, hedging transactions, option overlays, and tail risk strategies to improve portfolio risk-adjusted performance. The firm tailors its services to individual client investment objectives and restrictions, managing assets on both a discretionary and non-discretionary basis. EAB also offers subscription-based research reports to institutional entities.
Assets Under Management$510M
Clients1
Advisors4
Avg. per Client$510M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range from 0.5% to 1.5% of assets under management. Fixed fees generally range between $10,000 and $250,000 annually. All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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