Eton Advisors

Eton Advisors Group, LLC, also known as Eton Advisors, was established on July 17, 2017, and is a registered investment adviser. The firm specializes in providing wealth management and family office services to ultra high net worth individuals, families, businesses, institutions, and charitable organizations. Eton offers customized, discretionary and non-discretionary portfolio management using a "manager of managers" approach. The firm is part of the Focus Financial Partners, LLC partnership and is an independently managed wealth advisory boutique. Eton acts as the investment manager for certain private investment funds, and clients have the option to obtain financial solutions through UPTIQ Treasury & Credit Solutions, LLC and insurance solutions through Focus Risk Solutions, LLC. Eton is a fiduciary and has duties of care and loyalty to clients. The firm has a minimum initial account balance of $20,000,000 and a minimum annual fee of $137,500, with no minimum ongoing account balance required. Eton's fee structure is based on a percentage of assets under management, with fees negotiable at the firm's discretion. The firm does not charge performance-based fees and does not participate in soft dollar arrangements. Eton does not vote proxies on behalf of non-Fund clients but is responsible for voting proxies for the Funds it manages. The firm has no adverse financial conditions or bankruptcy-related matters.