Eudaimonia Wealth manages investment portfolios and offers financial planning services. They create personalized investment plans based on your goals and risk tolerance. Financial planning covers areas like cash flow, college savings, retirement, and estate planning. They offer ongoing, project-based, and hourly planning options.
Assets Under Management$36M
Clients39
Advisors1
Avg. per Client$920K
Avg. per Advisor$36M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.30% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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