Eubel Brady & Suttman Fees & Minimum

Overview

Headquarters: Miamisburg, OH
Total Firm Assets: $2.1 billion
Average High-Net-Worth Client Portfolio Size: $3.3 million
Stated Minimum Account Size: $1,000,000

Fee Disclosure

Source: EUBEL BRADY & SUTTMAN ASSET MANAGEMENT, INC. (2026-07-15) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.00%
$1,000,001	$2,500,000	0.80%
$2,500,001	and above	0.70%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$39,500	0.79%
$10 million	$74,500	0.74%
$50 million	$354,500	0.71%
$100 million	$704,500	0.70%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 51.29%
Number of High-Net-Worth Clients: 319
Total Client Accounts: 1,885
Discretionary Accounts: 1,885

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 107316

EUBEL BRADY & SUTTMAN ASSET MANAGEMENT, INC. (2026-07-15) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Eubel Brady & Suttman