Eldridge Investment Advisors Review


Eldridge Investment Advisors, founded in 1992, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 8 advisors. Eldridge Investment Advisors manages $401.05 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


  • Been in business 25 years
  • No disciplinary history
  • Firm does not accept performance-based fees
  • Firm doesn’t perform side-by-side management
  • Firm does not have an attorney conflict

Considerations


  • Firm serves fewer than 1,000 clients
  • Works with a lesser-known custodian
  • Firm has less than $1B in assets under management
  • Communications sent to the firm’s website are not secure and encrypted
  • Firm has a low advisor to client ratio

Managed Investing

Trust Score
77
info_outline

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 $401.05 million
Advisor / Client Ratio 1:73


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