Eton Advisors provides wealth structuring, family office, and investment consulting services to ultra-high-net-worth individuals, families, businesses, institutions, and charitable organizations. Services include financial planning, estate and tax planning, gifting and philanthropic strategies, and cash flow forecasting. Eton uses a "manager of managers" approach for investment, including outsourced chief investment officer services. Eton does not provide legal, accounting, or tax advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $75.0M | 0.45% |
| $75.0M - $100.0M | 0.40% |
| $100M+ | 0.35% |
Charitable accounts in a relationship are assessed the lowest annual fee rate of the relationship. Clients invested in Eton's private investment funds do not pay an additional management fee at the fund level, but the funds incur administrative fees of 0.08% paid to Eton, plus partnership expenses.