Eaglestrong Financial, LLC (EF) manages investment portfolios and provides financial planning services. EF offers continuous advice on investing client funds based on individual needs. They develop investment plans with asset allocation targets based on client goals, risk tolerance, and liquidity needs. EF also provides financial planning on topics like retirement, risk management, college savings, and estate planning. For clients with less than $250,000 to invest, EF offers investment management and financial planning for an upfront charge and ongoing monthly fee.
Assets Under Management$82M
Clients92
Advisors2
Avg. per Client$890K
Avg. per Advisor$41M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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