Eagle Eye Advisory offers financial planning and investment advisory services. Financial planning covers retirement, education, windfall, asset allocation, tax, and insurance needs. Eagle Eye Advisory may recommend insurance agents or attorneys but does not accept referral fees. Clients are not obligated to implement the advice provided. The firm has a business continuity plan in place.
Assets Under Management$98M
Clients116
Advisors2
Avg. per Client$850K
Avg. per Advisor$49M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K+ | 0.72% |
Fees for portfolio management services typically range from 0.72% to 1.0% per year, depending on the size and complexity of the client(s) account. In most cases the fee is 1% per year, or ¼% per quarter.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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