Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $25.0M | 0.15% |
| $25.0M - $50.0M | 0.10% |
| $50M+ | 0.05% |
Fees may be higher than represented or have overriding minimums based on the complexity of the service solution. Fee is blended as assets increase. Plans over $50 million are typically quoted at a fixed annual fee. Fees are negotiable.
Fee Estimator
NGC charges either fixed fees or a percentage of assets under advisement or management. Fees are subject to negotiation. For CoPilot Investment Management Services, the annual fee is 0.25% of total plan assets. For Ascensus Pooled Employer Plan Services, the annual fee is 0.03% of total plan assets. Plans over $50 million are typically quoted at a fixed annual fee.
Areas of Practice
Advisor Information
Office location
300 Primera Blvd., Suite 200, Lake Mary, FL, 32746
Get directionsRegulatory History (3)
Regulatory
December 1995Criminal
January 1985Criminal
June 1978Other Business ActivitiesSells Insurance
Eddie owns 100% of EBA Holdings, Inc., established in 2000 for personal financial holdings, but devotes no time to it. He also attends quarterly board meetings for Citrus Transport LLC as a passive investor, dedicating a few hours per week, and may offer insurance products through his firm or its affiliates.