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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee schedule is consistent regardless of asset level. Billed monthly in arrears.