Eagle Financial Strategies manages investment portfolios and creates financial plans for individuals, corporations, and charities. Eagle Financial develops a personal investment plan with an asset allocation target and manages a portfolio based on that target. Financial plans can address investments, insurance, college planning, or retirement. Eagle Financial also assists small businesses with setting up and managing retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Fees are negotiable depending on the type of services, the type of client and the specific services to be provided. Fees may also be negotiable based on factors such as the length of time the Firm has been managing the assets for the client; clients that do not require extra services or frequent meetings; the nonprofit or charity status of a client; the percentage of client holdings in fixed income assets; and/or the number of related accounts under management.