Eagle Tax Planning & Advisory Group.llc
Assets Under Management
$5.3M
Number of Clients
81
Number of Advisors
1
Avg. Portfolio per Client
$65K
Avg. Managed per Advisor
$5.3M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Eagle Tax Planning & Advisory Group provides personalized financial planning and investment management services to individuals and small businesses. Their services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Eagle Tax Planning is a fee-only firm and does not receive commissions.
Fee Structure
Minimum Investment:$1K
Planning is included in investment management
Minimum Annual Fee:$400
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $600K | 1.00% |
| $600K - $1.2M | 0.80% |
| $1.2M+ | 0.60% |
All fees are negotiable. Minimum annual fee is $400.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
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Location
106-04, 101 Ave, Ozone Park, NY, 11416
