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 $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% |
Accounts of members of the same household may be aggregated.
Fee Estimator
Eden Financial is a fee-only firm. Investment management fees are based on a percentage of assets under management. Ongoing financial planning is offered for a fixed monthly fee ranging from $150 to $300, while project-based financial planning has a fixed fee between $300 and $4,000. Hourly financial planning is available at $300 per hour. Fees are negotiable and outlined in the advisory contract.
Areas of Practice
Advisor Information
Office location
Aliso Viejo, CA
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 Activities
Marcel is an owner of Anvil Wealth, Place 2 B, LLC, and Jasuco, LLC. These activities occur outside of trading hours.