NM
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
54 clients
Average Client Portfolio
$161K average
Assets Under Management
$8.7M
Fee Structure
Minimum Investment:None
Financial Planning:Included in AUM fee
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$300 - $4,000
Hourly Rate:$300/hr
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
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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Advisor Information
Office location
Newport Beach, CA
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Eden Financial
December 2023 - Present · 2 yrs 1 mo
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.