Eddy Company, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Eddy Company provides investment advisory services to individual clients and also offers tax preparation and filing services for individuals, couples, S‑corporations, limited liability companies, partnerships, and non‑profit organizations. The firm manages approximately $10.6 million in client assets for a small client base and operates as a state‑registered independent adviser.
The firm delivers non‑discretionary portfolio management, typically constructing diversified, long‑term portfolios composed mainly of exchange‑traded funds and fixed‑income instruments, and it conducts macroeconomic and ETF‑specific analysis to guide allocations. Because accounts are managed on a non‑discretionary basis, the firm sends proposed trades to clients and executes transactions only after receiving verbal or written authorization.
Distinctive for an independent adviser of its scale, Eddy Company combines investment advisory work with an in‑house tax preparation practice that serves business entities and nonprofit clients in addition to individuals. Its exclusively non‑discretionary model and formal trade‑approval workflow further set its client engagement and execution processes apart from the more commonly discretionary practices among peers.
Client services
Expertise
Fee options
$0 - $250,000: 1.75% Over $250,000 - Under $500,000: 1.50% Over $500,000 - Under $1,000,000: 1.25% Over $1,000,000 - Under $3,000,000: 1.00% Over $3,000,000+: 0.75%
Fee-only: Portfolio management fees based on tiered percentage of assets under management; tax preparation fees $300-$600 per return
Main office
Beverly MA
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Eddy Company, LLC · Eddy, Brian Thomas · Portfoliofix, LLC
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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