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 help grow your investment.

Fee transparency

Many investment products 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 investment related fees and expenses, so there are never any surprises. We want you to fully understand your investment costs.