Eaton Financial Group offers investment management using model portfolios based on client risk tolerance. They also provide financial planning services covering various financial goals. Pension consulting services are offered under the name 401k Simplified. Eaton Financial Group primarily serves individuals, high net worth individuals, and pension plans.
Assets Under Management$390M
Clients374
Advisors2
Avg. per Client$1M
Avg. per Advisor$190M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $6.0M | 0.50% |
| $6M+ | 0.50% |
Fees are negotiable for accounts greater than $6,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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