Eudaimonia Asset Management (EAM) offers investment strategy and portfolio modeling to other investment advisors, including its affiliated registered investment advisors. EAM constructs asset allocations and selects investments based on client objectives provided by the investment advisor. EAM's services are primarily model-driven, with changes made based on market events without individualized consideration for specific accounts. The investment advisor representative is responsible for continuously supervising and monitoring the assets.
Fee Structure
Eudaimonia Asset Management (EAM) provides investment strategy and portfolio modeling services to other investment advisors. EAM receives a portion of the fees that the investment advisor collects from their clients. The fees are based on the specific program used:
- Strategic Eudaimonia Asset Management (SEAM): 0.13% of assets per year
- EAM Unified Managed Account (UMA): 0.19% of assets per year
- Small Account Solution: 0.15% of assets per year