Eden Financial provides investment management and financial planning services to individuals, high net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. Eden Financial develops a personal investment policy or plan with an asset allocation target and creates and manages a portfolio based on that policy and allocation targets. Financial planning involves evaluating a client's current and future financial state.
Assets Under Management$8.7M
Clients54
Advisors3
Avg. per Client$160K
Avg. per Advisor$2.9M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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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