Eagle Capital Management provides investment management services on a discretionary basis. Fees are based on a percentage of the market value of assets managed. Eagle may provide financial planning and consulting services, but does not act as an attorney, accountant, or insurance provider. Eagle does not make recommendations regarding client rollovers. Clients are responsible for notifying Eagle of any changes in their financial situation or investment objectives. Eagle does not recommend or advocate for the purchase of Bitcoin, cryptocurrencies, or digital assets.
Assets Under Management$460M
Clients312
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$230M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.50% |
| $10M+ | 1.25% |
Fees are for Balanced Equity Accounts. Fixed Income Accounts are charged 0.60% for the first $10 million and 0.50% for the balance. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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