Eddleman & Eddleman Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$18,000,000
Total clients
120
8% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
60
Average account size
$150,000
Client services
Fee options
Flat fees ranging from $500 to $25,000 for one-time projects depending on complexity
Hourly rate of $300 per hour for one-time projects or financial planning
Performance-based fees (fulcrum fees) may be used, particularly for non-public assets, but no clients currently use this
Minimum fee: Minimum fixed or hourly billing amount may be required if assets are less than $100,000 Fee-only: Fees based on percentage of assets under management, fixed fees, or hourly rates; no commissions
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Eddleman & Eddleman Inc
36 Sandstone Circle Suite E, Suite E
Jackson TN 38305, United States
Number of offices
2
Forms ADV
Quick links
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