Eagle Global Advisors offers investment management services tailored to each client's needs. They manage portfolios based on investment objectives, risk tolerance, and financial situation. Eagle Global also provides research and model investment recommendations to other advisors. They offer various strategies including domestic, international, and global equities, fixed income, energy infrastructure, renewables infrastructure and business development companies.
Assets Under Management$2.5B
Clients371
Advisors7
Avg. per Client$6.6M
Avg. per Advisor$350M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.60% |
These fees apply to domestic securities. Other strategies have different fee schedules.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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