Eagan Capital Management, LLC

Fee-Only (% of Portfolio)

Eagan Capital Management (ECM) works with clients to help them meet their financial goals. ECM develops a plan and investment policy to guide investment decisions. ECM primarily manages investment portfolios, but also prepares goal-specific financial plans. In rare cases, ECM prepares comprehensive financial plans for an hourly fee. ECM also acts as a solicitor for another registered investment advisor.

Assets Under Management$80M
Clients222
AdvisorsN/A
Avg. per Client$360K
Avg. per AdvisorN/A

Fee Structure

Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.75%

For clients who invest in a private equity real estate fund associated with ECM, this fee is assessed on a monthly basis and deducted from the fund.

Fee Estimator
Your Portfolio Value
$500K
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