Eedara Financials LLC (EFS) provides ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizons. EFS creates an Investment Policy Statement for each client. EFS generally limits its investment advice to equities and ETFs, but may use other securities to diversify portfolios. EFS requires discretionary authority to execute trades.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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