Eagleson Arndt Financial Advisors offers investment management and financial planning services tailored to clients' financial situations, tax status, risk tolerance, and investment objectives. They help clients implement planning tools and provide ongoing consultation. They primarily invest client assets in mutual funds and, to a lesser extent, individual debt and equity securities. Clients may impose restrictions on investments.
Assets Under Management$110M
Clients155
Advisors2
Avg. per Client$690K
Avg. per Advisor$53M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...