Eddleman & Eddleman is a registered investment advisor that provides investment advice and financial planning services. Eddleman & Eddleman manages investments for a percentage of the assets they manage, but may occasionally do so for a fixed fee or hourly rate. They also offer financial reviews and recommendations regarding specific financial needs. The firm's investment philosophy is based on academic research and maximizing reward versus risk.
Fee Structure
Eddleman & Eddleman primarily manages investments for a percentage of the assets they manage. The annual percentage fee is negotiable and ranges from 0.5% to 3% of the assets managed, depending on the size and complexity of your account. The fee is divided into quarterly amounts and paid at the end of each quarter. If your managed assets are less than $100,000, Eddleman & Eddleman may require a minimum fixed or hourly billing amount.