The Eideard Group, LLC
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Overview
The Eideard Group, LLC operates as a financial advisor company headquartered in Bedford, New Hampshire. It manages $263.3 million in assets under management throughout 299 accounts, making it a mid-tier financial advisory firm in the United States by assets under management (AUM). The firm has a small group, including 4 financial advisors. The Eideard Group, LLC is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets like stocks, options and bonds.
The Eideard Group, LLC manages 196 of the firm's client assets in a discretionary manner. Discretionary management means that a portfolio manager has the discretion to make buy and sell choices for the client's account without requiring the client's approval. The firm also administers 103 non-discretionary accounts with a total of $71.3 million in assets under management. The advisory firm's average account size is $880,594. The average advisor at The Eideard Group, LLC administers around 75 client accounts, making it about average in terms of personalization.
The company's headquarters is at 360 Route 101, Suite 6, Bedford, New Hampshire 3110. The Eideard Group, LLC is registered to provide services to investors throughout 3 states, including Massachusetts, New Hampshire and Vermont.
Assets Under Management
Number of Advisors
Disclosures
Office Location
The Eideard Group, LLC by the Numbers
$263.3 million
6
299
$880.6 thousand
Products and Services
The Eideard Group, LLC offers a number of services, which can include portfolio management for individuals and small businesses, selection of other advisers and other services. The Eideard Group, LLC is not involved in selling products or offering services apart from investment advice to its investment advisory clients.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advice vary depending on the financial services provided. However, fee types charged by The Eideard Group, LLC can consist of the following fee types: asset-based, hourly, fixed, performance-based or other. The company does not participate in a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 26% of firms
Performance-based
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
The firm caters to high net worth investors and pooled investment vehicles. Out of its 299 customers, The Eideard Group, LLC's largest client type is high net worth investors, though it also serves 30 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients reside abroad.
- High-Net-Worth Individuals* - 73.17%
- Other Individuals - 0%
- Corporations - 26.83%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
The Eideard Group, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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