Earndex, LLC

Overview

Earndex, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its pricing is flexible: the firm charges a percentage of assets under management and also uses hourly and fixed-fee arrangements. The available snapshots indicate Earndex is not positioned as a capital allocator, is not an active ESG investor, and does not identify as a pension consultant or multi-state adviser in the provided data.

Assets & Accounts

Public Holdings

Investments & Alternatives