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 $1.5M | 1.00% |
| $1.5M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
The annual fee is negotiable. Accounts within the same household may be combined for a reduced fee. For Clients wishing to engage EDP for option writing or covered calls, a maximum of 1% will be added to above fee schedule.
Fee Estimator
We charge fees based on a percentage of assets under management. For financial planning, we charge $250 per month, which is waived once you reach $250,000 in AUM. We may also receive fees from third-party investment advisers we recommend. The annual fee is negotiable, and accounts within the same household may be combined for a reduced fee. For clients wishing to engage EDP for option writing or covered calls, a maximum of 1% will be added to the above fee schedule.
Areas of Practice
Advisor Information
Office location
2125 W. Irving Park Rd, Suite 1 OFC, Chicago, IL, 60618
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eddie is the President/CEO of Zen Wealth Management Group, Inc., which provides accounting, insurance, and real estate services, taking nearly full-time hours. He is also the CEO of Zen Tax 2 LLC and Zen Tax 3 LLC, and a managing member of Box Holdings, LLC, a real estate holding company.