Eagle Spirit Investments Consulting offers ongoing investment management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. Eagle also provides financial planning services covering investments, insurance, taxes, retirement, college, and debt. Eagle may request authority to make trades without asking first.
Assets Under Management$5.3M
Clients3
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$5.3M
Fee Structure
Minimum Investment:$15K
Investment management only (planning not offered)
Eagle Spirit Investments Consulting offers ongoing investment management services. The annual fee is a percentage of your investments, and the rate may vary:
- $15,000 - $1,000,000: 1.00% - 1.99%
- $1,000,001 - $10,000,000: 0.75% - 1.99%
- $10,000,000 - $25,000,000: 0.30% - 0.75%
- Above $25,000,000: Negotiable
These fees are negotiable. There is a monthly dollar fee cap of $1,093.
Loading...