Eddy Company is an advisory firm that manages investment accounts for clients and provides tax preparation services. Eddy Company provides non-discretionary portfolio management services designed to meet each client’s stated investment objectives. Eddy Company also provides tax preparation services, which include preparation and filing of federal and state tax returns for individuals, couples, S-corporations, limited liability companies, partnerships, and non-profit organizations.
Assets Under Management$14M
Clients34
Advisors1
Avg. per Client$410K
Avg. per Advisor$14M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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