Eddy Financial provides investment advisory services to individuals, businesses, and other clients. Services include asset management, financial planning, and retirement plan consulting. Eddy Financial aims to develop reasonable objectives to help clients accomplish their financial goals, remaining sensitive to individual risk tolerances and time horizons.
Assets Under Management$54M
Clients45
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$27M
Fee Structure
Planning is included in investment management (also available separately)
Eddy Financial charges a maximum of 2.00% annually for asset management services. The specific fee will be outlined in the advisory agreement. Fees are billed quarterly in advance, based on the value of the account on the last day of the previous quarter. Fees are negotiable and deducted from client accounts.
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