Eden Financial
Assets Under Management
$8.7M
Number of Clients
54
Number of Advisors
3
Average Client AUM
$161K
AUM per Advisor
$2.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Eden Financial, LLC offers investment management services tailored to individual client needs, primarily advising on stocks, bonds, mutual funds, and ETFs. They also provide financial planning services covering areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. They utilize outside managers and participate in Altruist's Model Marketplace.
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
Location
CA, United States
