Brave Eagle Wealth Management

Fee-Only (% of Portfolio)Fixed/Hourly

Brave Eagle Wealth Management offers comprehensive wealth management services that integrate human capital and financial capital analyses to create customized asset allocations. Brave Eagle Wealth Management helps clients with cash flow analysis, risk management, employee benefits, retirement planning, college funding, tax strategies, estate planning, divorce planning, and investment consultation. Portfolios can be managed on a discretionary or non-discretionary basis, meaning Brave Eagle Wealth Management can make trades on your behalf without asking first if you prefer. The firm also hosts complimentary educational workshops on personal finance and investing topics.

Assets Under Management$100M
Clients107
Advisors2
Avg. per Client$940K
Avg. per Advisor$51M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fee schedule is consistent regardless of asset level. Billed monthly in arrears.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm