EID Capital offers investment management services, providing ongoing advice and managing client portfolios based on individual needs and goals. They also offer financial planning services, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance review, investment analysis, retirement planning, risk management, and tax planning strategies. Financial planning is offered on a limited scope or ongoing comprehensive basis.
Assets Under Management$12M
Clients16
Advisors1
Avg. per Client$770K
Avg. per Advisor$12M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3M+ | 0.75% |
Fees are negotiable at EID’s discretion. Ongoing financial planning will be made available at no extra charge for clients with assets under management of more than $250,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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