Eagle Capital Advisors is an investment advisory firm that manages investment portfolios for individuals and organizations. They focus on building client portfolios through individual bonds and equities for tax efficiency and to avoid layered fees. Eagle works with clients to design portfolios tailored to their circumstances, and clients can direct them to purchase, hold, or avoid specific securities.
Assets Under Management$88M
Clients63
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$44M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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