Eames Financial, founded in 1994, offers investment management and financial counseling services tailored to individual client needs. The firm's approach involves understanding clients' financial goals, time horizons, and risk tolerance, then selecting suitable asset types and monitoring performance. Eames also provides detailed analysis and recommendations in areas such as estate planning, income tax planning, insurance planning, retirement planning, and employee benefits.
Assets Under Management$200M
Clients50
Advisors1
Avg. per Client$3.9M
Avg. per Advisor$200M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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