Golden Eagle Services provides investment management services, making investment decisions for clients based on their chosen investment profile. They invest in publicly traded stocks, bonds, mutual funds, and certain commodities. Golden Eagle Services does not offer financial planning or tax advice but may recommend other professionals. Clients can choose from fixed income, income-oriented, balanced, or growth-oriented portfolios.
Assets Under Management$7.8M
Clients15
AdvisorsN/A
Avg. per Client$520K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$400K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.75% |
Fee schedule shown is for Growth-oriented Portfolio. Other portfolios have different fee schedules: Fixed Income (0.65%-0.45%), Income-oriented (0.80%-0.60%), Balanced (0.80%-0.70%). Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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