Golden Eagle Capital Advisors offers discretionary and non-discretionary investment management programs. For discretionary accounts, they assign an asset manager based on your risk profile. They also offer retirement plan consulting services for employers. Golden Eagle Capital Advisors operates as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$47M
Clients29
Advisors4
Avg. per Client$1.6M
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$75K
Investment management only (planning not offered)
Golden Eagle Capital Advisors offers both discretionary and non-discretionary investment management.
Discretionary Managed Portfolios: Fees are based on the investment objective chosen:
- Fixed Income: 1.00% plus 20% of performance above benchmark
- Income Oriented: 1.25% plus 20% of performance above benchmark
- Balanced: 1.50% plus 20% of performance above benchmark
- Capital Gains Oriented: 1.75% plus 20% of performance above benchmark
- Equities: 2.00% plus 20% of performance above benchmark
Non-Discretionary Managed Portfolios: Fees are based on the value of your account:
- First $500,000: 1.00%
- Over $500,000: 0.80%
Clients are billed quarterly, with rates ranging from 0.15% to 2%.
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