Dedicated Investment Management | Eclipse Financial Advisors

This is your money. It should work for your life.

Dedicated Investment Management

Not a model portfolio. Not someone else's strategy. A plan built entirely around where you are and where you want to go.

Ashten Barber, Eclipse Financial Advisors

"I've never believed that managing money is separate from understanding life. The best financial structure isn't the one with the highest return. It's the one that still makes sense ten years from now."

— Ashten Barber, Founder

What you pay

Simple pricing

Annual rate based on assets under management.

As your assets grow, your rate decreases. That's how it should work.

Assets Under Management

Annual Rate

$0 – $250,000

1.19%

$250,001 – $500,000

1.14%

$500,001 – $1,000,000

1.09%

$1,000,001 – $2,000,000

1.04%

$2,000,001 – $3,000,000

0.99%

$3,000,001 – $4,000,000

0.94%

$4,000,001 +

0.84%

Please refer to the firm's ADV Part 2A and the client's agreement for
additional platform, strategist or any related fees that may apply.
The advisory program utilized for the application of this
information is Advisor as Portfolio Manager.

Complimentary Assessment

What makes this different.

01

I know your full picture.

Your investments don't exist in a vacuum. They connect to your taxes, your goals, and your timeline. No decision is ever made in isolation.

02

No hidden incentives.

My only incentive is to grow and protect what you've built. That's the only way this relationship works.

03

You hear from me proactively.

When markets move or life changes, you shouldn't have to wonder what it means for you. I reach out before you have to ask, with context, not just data.

Your investments. Your life.

Your investments should work as hard as you do.

Let's build a portfolio that fits your life, not someone else's model. Schedule a complimentary review and see what a real plan looks like.

Schedule a Complimentary Review →