Investment/Transaction Fees

Eddy Company, LLC is a “fee-only” investment advisory and tax preparation firm.  A “fee-only” firm does not generate revenues from commissions or fund fees (loads).  In the case of asset management, the only fee charged to the client that transfers to the firm is a yearly assets-under-management fee.

Assets-Under-Management Fee

The firm charges an annual (charged in arrears quarterly) assets-under-management fee.  That fee will never eclipse 1.85% of assets-under-management. The fee is tiered based on the size of portfolio and is negotiable with your advisor at the firm.  The firm does not have a minimum account size and is committed to keeping fees reasonable.  Ask your advisor for more details regarding this fee for investment management.

Tax Preparation Fees

Tax preparation fees are quoted per project, not per hour.  Therefore, a quote is made based on the preparation and filing job needed. That is based on the overall complexity of the job as estimated from the onset.  Fees are generally in line with industry averages, with an average tax preparation fee in the range of $300-$600 per tax return.