Eagle Capital Management manages investments primarily in U.S. traded public equities, and occasionally non-U.S. companies with equity interests that trade as American Depository Receipts. Eagle's main strategy is the Eagle Equity Strategy. Eagle manages investment accounts for high net worth individuals, pension plans, charitable institutions, and pooled investment vehicles. Eagle does not provide financial planning services.
Fee Structure
Eagle Capital Management's fees for managing investments are negotiated and vary by client. The basic management fee range is 0.75% to 1% per year of the value of your portfolio, charged quarterly. Some clients pay a performance-based fee, which is also negotiated. Clients also pay custodian fees, brokerage commissions, and other transaction costs.