About Fees

Fee-based model

Eldridge Investment Advisors operates on a fee-based business model. Under a fee-based system, we collect no commission. You pay us a fee based on a percentage of your assets under management. Under this arrangement, our goals are your goals — to responsibly protect and grow your investment.

Fee transparency

Unknown to many investors, many stock mutual funds and exchange-traded funds have substantial hidden fees and costs such as sales loads, surrender fees, management and administrative fees and more. Eldridge Investment Advisors is committed to full fee transparency. When we create a portfolio for you, your family or business retirement plan, we will carefully review any mutual fund and stock related fees, so there are never any surprises. We want you to fully understand your investment costs.