Eden Capital Management offers investment advice and manages portfolios with a focus on equities, fixed income, and cash equivalents. They invest in companies with high dividends, strong cash flows, and low risk compared to the S&P 500. They work closely with clients to align investments with their income needs, objectives, risk tolerance, and time horizon. Portfolios are often concentrated in banks and insurance companies due to the principal's expertise.
Assets Under Management$70M
Clients71
Advisors3
Avg. per Client$980K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
New clients pay 0.95% annually. Clients in effect prior to January 1, 2025, are subject to a 0.85% annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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