Assets Under Management
$115.5M
Number of Clients
387
Number of Advisors
2
Average Client AUM
$298K
AUM per Advisor
$57.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Eddie Patel, Inc. dba Zendamentals offers investment supervisory services, financial planning, and investment advice. Services include asset management and ongoing comprehensive financial planning. The firm does not sell commissioned products, but the President is affiliated with entities that sell insurance products.
| 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.
2257 W Irving Park Rd, Ste 1, Chicago, IL, 60618