| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
The annual fee is negotiable. For Clients wishing to engage EDP for option writing or covered calls, a maximum of 1% will be added to above fee schedule.
2125 W. Irving Park Rd, Suite 1 OFC, Chicago, IL, 60618
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Learn about disclosures →Eddie is the President/CEO of Zen Wealth Management Group, Inc., which provides accounting, insurance, and real estate services, taking nearly full-time hours. He is also the CEO of Zen Tax 2 LLC and Zen Tax 3 LLC, and a managing member of Box Holdings, LLC, a real estate holding company.