Eagle Grove Advisors offers tailored investment management and comprehensive financial planning services for individuals and high-net-worth clients. Founded in 2016 and based in Jersey City, New Jersey, the firm focuses on passive investment strategies utilizing index mutual funds and exchange-traded funds. For investment management, Eagle Grove Advisors builds customized portfolios based on each client's specific risk tolerance, time horizon, and goals, and may occasionally work with outside money managers. For comprehensive financial planning, the firm takes a holistic approach, evaluating clients' entire financial situations—including retirement projections, tax strategies, cash flow and debt management, employee benefits, estate planning, college savings, and risk management. Clients receive continuous access to a planner, annual reviews, and optional basic tax return preparation. Eagle Grove Advisors does not have a formal account minimum, operates on a fee-only basis, and does not accept commissions or sell insurance products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.85% |
Subject to a minimum annual fee of $7,450. If combined with comprehensive financial planning, fees for the first $500,000 to $800,000 of assets may be included in the planning fee.