Brave Eagle Wealth Management offers financial planning and investment management services. They analyze your financial situation, goals, and risk tolerance to create a personalized plan. Services include cash flow analysis, risk management, retirement planning, college funding, tax strategies, and estate planning. They also offer investment consultation and manage investment portfolios on a discretionary or non-discretionary basis.
Assets Under Management$100M
Clients107
Advisors2
Avg. per Client$940K
Avg. per Advisor$51M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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