Eagleclaw Capital Management LLC

Fee-Only (% of Portfolio)

EagleClaw Capital Management provides investment management services to families, individuals, not-for-profits, and endowments. EagleClaw builds portfolios of individual stocks and bonds, using fundamental and technical analysis with a contrarian investment style. EagleClaw works with clients to identify their goals and monitor their progress.

Assets Under Management$800M
Clients313
Advisors5
Avg. per Client$2.6M
Avg. per Advisor$160M

Fee Structure

Minimum Investment:$350K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.25%
$2.0M - $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.50%

Fees may vary depending on client circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5 Advisors at this firm

Eagleclaw Capital Management LLC | TrueAdvisor