Eden Family Wealth Group (EFWG) offers investment management and financial planning services. Investment management involves creating and monitoring portfolios based on your goals and risk tolerance. Financial planning can be comprehensive or focus on specific areas like retirement, education funding, or tax strategies. EFWG also helps integrate tax-aware strategies into your investment advice. EFWG is owned by Joshua Scott and operates independently.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from 0.75% to 2.00% annually, depending on account size and complexity, and are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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