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| Eden Advisory Services LLC
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| CRD # | 277083 |
| SEC # | 801-135828 |
| CIK # | |
| AUM | 27.8 M (2026-04-13) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 518-203-8833 |
| Address | 187 Wolf Rd Albany, NY 12205 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (4/13/2026) [Brochure] |
|---|
Item 5: Fees and Compensation
A. Fee Schedule
Asset-Based Fees for Portfolio Management
EASL’s standard fees for investment advisory services are as stated below:
Total Assets Under Management Annual Fee
All assets 1.4%
These fees are generally negotiable and the final fee schedule is attached as Exhibit II of
the Investment Advisory Contract. Clients may terminate the agreement without penalty
for a full refund of EASL's fees within five business days of signing the Investment
Advisory Contract. Thereafter, clients may terminate the Investment Advisory Contract
generally with 30 days' written notice.
EASL uses the value of the account as of the last business day of the billing period, after
taking into account deposits and withdrawals, for purposes of determining the market
value of the assets upon which the advisory fee is based.
Financial Planning Fees
Clients may terminate the agreement without penalty for a full refund of EASL's fees
within five business days of signing the Financial Planning Agreement. Thereafter,
clients may terminate the Financial Planning Agreement generally upon written notice.
Fixed Fees
The negotiated fixed rate for creating client financial plans is between $1,000 and $5,000.
Fees are charged in arrears upon completion.
Hourly Fees
The negotiated hourly fee for these services is between $80 and $300. Fees are charged in
arrears upon completion.
1008605v.1
B. Payment of Fees
Payment of Asset-Based Portfolio Management Fees
Asset-based portfolio management fees are withdrawn directly from the client's
accounts with client's written authorization on a quarterly basis. Fees are paid in
arrears.
Payment of Financial Planning Fees
Financial planning fees are paid via check and credit or debit card.
Fixed financial planning fees are paid in arrears upon completion.
Hourly financial planning fees are paid in arrears upon completion.
C. Client Responsibility For Third Party Fees
Clients are responsible for the payment of all third party fees (i.e. custodian fees,
brokerage fees, mutual fund fees, transaction fees, etc.). Those fees are separate and
distinct from the fees and expenses charged by EASL. Please see Item 12 of this brochure
regarding broker-dealer/custodian.
D. Prepayment of Fees
EASL collects its fees in arrears. It does not collect fees in advance.
E. Outside Compensation For the Sale of Securities to Clients
Neither EASL nor its supervised persons accept any compensation for the sale of
securities or other investment products, including asset-based sales charges or service
fees from the sale of mutual funds.
1008605v.1 |
| Account Minimums and Types of Clients — Form ADV Part 2A (4/13/2026) [Brochure] |
|---|
Item 7: Types of Clients
EASL generally provides advisory services to the following types of clients:
❖ Individuals
❖ High-Net-Worth Individuals
❖ Charitable Organizations
Minimum Account Size
There is no account minimum for any of EASL’s services. |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 172 | 21.4 |
| (b) Individuals (high net worth individuals) | 5 | 6.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 177 | 27.8 |
| By Discretionary | ||
| Discretionary | 177 | 27.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 177 | 27.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 27.8 | |
| Total | 177 | 27.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail, Research |
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