Eudaimon Wealth Management (EWM) offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. EWM creates an Investment Policy Statement for each client and provides both discretionary and non-discretionary investment advisory services. EWM generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds, and non-U.S. securities.
Assets Under Management$18M
Clients14
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.70% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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