Eagle Point Investment Advisors offers financial planning services to individuals, business owners, and corporations. These services include financial planning, investment planning, retirement planning, education planning, risk management & insurance planning, tax planning, and estate planning. They also offer miscellaneous advisory services on an hourly basis. Eagle Point does not manage investments.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial Plan - Fees are billed at a rate of $300 per hour. The total fee depends on the scope and complexity of the engagement.
- Annual Review of a Financial Plan or Specific Advice - Hourly fees may be charged for an annual review of a financial plan or for specific advice regarding implementation of the planning topic(s) selected, investment techniques and investments in specific securities, insurance products, and other investment vehicles or specific advice.
Hourly Rate:$300/hr
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