Eden Financial, LLC manages investment portfolios and provides personalized financial planning and retirement plan consulting for individuals, families, and business owners. Eden Financial tailors its services to each client's specific goals, risk tolerance, and tax considerations, primarily advising on stocks, bonds, mutual funds, exchange-traded funds, and government securities. For investment management, Eden Financial builds custom portfolios using passive and active strategies, and may also utilize third-party managers when appropriate. Financial planning services cover areas such as retirement planning, tax strategies, business planning, estate planning, cash flow and debt management, college savings, and employee benefits optimization. Clients with at least $300,000 in investable assets receive ongoing financial planning included at no additional charge alongside their investment management services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Household accounts may be aggregated. Ongoing financial planning is included for clients with $300,000 or more in investable assets.
