Eventide FP manages investment portfolios based on clients' individual needs and goals. They offer project-based financial planning on topics like retirement, risk management, and college savings. They also offer ongoing comprehensive financial planning for a monthly fee, where a planner develops, implements, and monitors the client's plan. Eventide FP uses fundamental, technical, charting, and cyclical analysis.
Assets Under Management$22M
Clients46
Advisors1
Avg. per Client$480K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.40% |
| $3M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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