Menu
Eton Advisors
Chapel Hill, North Carolina
ETON ADVISORS - Your Trusted Investment Advisory Firm in Chapel Hill, NC
Based out of Chapel Hill, North Carolina, Eton Advisors is a reputable investment advisory firm that offers a range of financial services to individuals and organizations. With 12 dedicated employees, including 6 experienced investment advisors, Eton Advisors delivers expert guidance to help clients achieve their financial goals.
The firm manages a substantial amount of assets, with an average of approximately $52,570,000 per investment advisor, demonstrating their competence in handling clients' investments. Eton Advisors' compensation structure is diver...see more
Assets Under Mgmt
$1.61B
Investment Professionals
6
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
- Other
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Publication of periodicals or newsletters
- Other: FAMILY OFFICE SERVICES; CREDIT MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS
Other Business Activities
- Commodity pool operator or commodity trading advisor (whether registered or exempt from registration)
- Other Financial product salesperson
Reviews for Eton Advisors
Loading...
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.”
Connect with a local financial advisor
By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.