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Eudaimonia Partners, Llc
Winchester, Tennessee
Eudaimonia Partners, LLC, a prominent local investment advisory firm headquartered in Winchester, TN, is committed to providing comprehensive financial solutions to its diverse client base. With a total of 33 skilled professionals, including 20 experienced investment advisors, the company offers expert guidance and personalized services.
Eudaimonia Partners manages an impressive $784,583,000 in assets under management (AUM) for over 1,440 individual clients. Their robust compensation structure encompasses various types, such as a percentage of AUM and performance-based fees, ensuring alignment with client goals and incentivizing ...see more
Assets Under Mgmt
$784.58M
Investment Professionals
20
Locations
15
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Disclosures
- Do any of the events below involve you or any of your supervised persons?
Reviews for Eudaimonia Partners, Llc
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