Eldridge Investment Advisors Review


Trust Score 77%
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Eldridge Investment Advisors, federally registered in 1992, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 8 advisors. Eldridge Investment Advisors manages $401 million and provides investment advisory services for 582 clients (1:73 advisor/client ratio).

The annual advisory fee for management services is a maximum of 1.5% of assets under management.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has been federally registered for 26 years
  • Firm does not have a disciplinary history

Considerations


  • Firm works with a lesser-known custodian
  • There is only one licensed advisor for every 73 clients (industry average 1:50)
  • Firm has less than $1B in assets under management

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on a $0 portfolio
Annual Management Fee Notes The annual advisory fee for management services is a maximum of 1.5% of assets under management.
Minimum Investment $25,000
Minimum Annual Fee $0
Average Account AUM $689,096
Broker-Dealer Hybrid No
Disciplinary History No
Total AUM $401 million
Advisor / Client Ratio 1:73
Headquarters 686 Chestnut ST Manchester, NH 03104
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