Brian Eddy is a CFP-designated registered investment advisor at Eddy Company, LLC, based in Beverly, MA, with 11 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Tax Planning. Their firm serves 34 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Advisory fees are negotiable on a case-by-case basis.
Fee Estimator
Location
Beverly, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Eddy Company, LLC
State Registrations1 state
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