Eddy Company, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,574,962
Clients
31
16% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
31
TypicalAverage account size
$341,128
About
Eddy Company provides investment advisory services to individual clients and also offers tax preparation and filing services for individuals, couples, S‑corporations, limited liability companies, partnerships, and non‑profit organizations. The firm manages approximately $10.6 million in client assets for a small client base and operates as a state‑registered independent adviser.
The firm delivers non‑discretionary portfolio management, typically constructing diversified, long‑term portfolios composed mainly of exchange‑traded funds and fixed‑income instruments, and it conducts macroeconomic and ETF‑specific analysis to guide allocations. Because accounts are managed on a non‑discretionary basis, the firm sends proposed trades to clients and executes transactions only after receiving verbal or written authorization.
Distinctive for an independent adviser of its scale, Eddy Company combines investment advisory work with an in‑house tax preparation practice that serves business entities and nonprofit clients in addition to individuals. Its exclusively non‑discretionary model and formal trade‑approval workflow further set its client engagement and execution processes apart from the more commonly discretionary practices among peers.
Client services
Portfolio management
Tax preparation
Expertise
Wealth management
General tax planning
Fee options
$0 - $250,000: 1.75% Over $250,000 - Under $500,000: 1.50% Over $500,000 - Under $1,000,000: 1.25% Over $1,000,000 - Under $3,000,000: 1.00% Over $3,000,000+: 0.75%
Fee-only: Portfolio management fees based on tiered percentage of assets under management; tax preparation fees $300-$600 per return
Main office location
Eddy Company, LLC
Beverly MA, United States
Number of offices
4
Most active in
Eddy Company, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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