Eamon Capital Management (ECM) manages investment portfolios based on each client's individual needs and goals. ECM develops a personalized investment plan including asset allocation targets. ECM also offers ongoing comprehensive financial planning, where a planner works with clients to develop and implement their plan, monitoring it and recommending changes as needed.
Assets Under Management$15M
Clients62
Advisors1
Avg. per Client$230K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
For held-away accounts managed by Pontera Solutions, Inc., an additional 0.25% will be charged. For accounts invested in any of TPFG’s strategies or available offerings, clients will separately pay an advisory fee to TPFG. At no point will the total advisory fees charged to clients exceed 2% of assets under management. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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