Eiduk Tax and Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,500,000
Clients
10
0% 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
10
LowAverage account size
$150,000
About
The firm provides discretionary investment management and related advisory services to individuals, high‑net‑worth individuals and trusts, primarily through a wrap‑fee program that consolidates investment advice, trade execution and custody under a single advisory relationship. It also offers model portfolios across multiple styles, assists clients in opening custodial accounts, and makes referrals to third‑party money managers when appropriate.
Investment decisions are implemented using a mix of strategic (long‑term, target allocation with periodic rebalancing) and tactical (active overweight/underweight) approaches, informed by fundamental and technical analysis and modern portfolio theory, with the adviser generally exercising discretionary trading authority. The wrap program bundles trade execution costs into the advisory fee and accounts are reviewed periodically to realign with client objectives and risk tolerances.
What is distinctive for a solo independent adviser is that the firm sponsors its own wrap‑fee program and recommends a specific custodian/wrap sponsor (Foliofn) for client accounts — a setup that is uncommon among similar independent firms. The sole adviser also maintains an insurance licensing and sells insurance products (reported to occupy about 15% of his time), creating disclosed commission‑based compensation and potential conflicts that are noted in the brochure.
Client services
Portfolio management
Selection of other advisers
Expertise
Active portfolio management
Passive / index investing
Fee options
$0 - $100,000: 0.00% $100,001 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.40%
Main office location
Eiduk Tax and Wealth
Palatine IL, United States
Number of offices
1
Most active in
Eiduk Tax and Wealth has reported serving >5 clients in these states in the last 12 months.
Illinois
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 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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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