Eddy Company is an advisory firm founded in 2014 and led by Brian T. Eddy. The firm offers non-discretionary portfolio management, meaning investment trades require client approval before execution. Portfolios are constructed using exchange-traded funds and fixed income investments with a long-term holding strategy, tailored to each client's specific goals, risk tolerance, and time horizon. In addition to investment management, Eddy Company provides tax preparation services for individuals, couples, businesses, and non-profit organizations. The firm emphasizes diversification and ongoing monitoring of client accounts.
Assets Under Management$11M
Clients31
Advisors1
Avg. per Client$340K
Avg. per Advisor$11M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Advisory fees are negotiable on a case-by-case basis and payable quarterly in arrears.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...