Eagle Investment Advisors provides investment advice to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. Eagle creates a personal investment policy and manages a portfolio based on the client's goals, risk tolerance, and time horizon. Eagle generally manages accounts on a discretionary basis, but allows for non-discretionary accounts and investments.
Assets Under Management$190M
Clients132
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$93M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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