Overview
- Headquarters
- Chapel Hill, NC
- Total Firm Assets
- $1.9 billion
- Average High-Net-Worth Client Portfolio Size
- $10.3 million
- Stated Minimum Account Size
- $20,000,000
Fee Disclosure
Source: ETON ADVISORS BROCHURE - ADV PART 2A (2026-08-14) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $5,000,000 | 1.00% |
| $5,000,001 | $10,000,000 | 0.75% |
| $10,000,001 | $25,000,000 | 0.65% |
| $25,000,001 | $50,000,000 | 0.55% |
| $50,000,001 | $75,000,000 | 0.45% |
| $75,000,001 | $100,000,000 | 0.40% |
| $100,000,001 | and above | 0.35% |
Stated Minimum Annual Fee: $152,500
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | Below minimum client size | |
| $10 million | Below minimum client size | |
| $50 million | $322,500 | 0.64% |
| $100 million | $535,000 | 0.54% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 37.50%
- Number of High-Net-Worth Clients
- 69
- Total Client Accounts
- 144
- Discretionary Accounts
- 138
- Non-Discretionary Accounts
- 6
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 289395
- ETON ADVISORS BROCHURE - ADV PART 2A (2026-08-14) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗