Eden Advisory Services provides ongoing portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. Services include investment strategy, asset allocation, and regular portfolio monitoring. Eden Advisory Services also offers financial planning covering investments, insurance, estate, tax, retirement, college, and debt/credit planning. They work with Astoria Portfolio Advisors to augment research capabilities and build portfolios.
Assets Under Management$23M
Clients162
Advisors2
Avg. per Client$140K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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