Eden Financial
Assets Under Management
$8.7M
Number of Clients
54
Number of Advisors
3
Average Client AUM
$161K
AUM per Advisor
$2.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Eden Financial, LLC offers fee-only investment management and financial planning services. They provide continuous investment advice and financial plans tailored to client needs, covering areas like business planning, cash flow, college savings, estate planning, and retirement planning.
Fee Structure
Minimum Investment:None
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
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Location
CA, United States
