Eagle Wealth Management offers tailored investment advice and portfolio management, including initial and follow-up consultations to discuss your financial objectives, risk tolerance, and other factors. They also provide financial planning and consulting services, covering income analysis, investment planning, retirement planning, debt management, insurance review, and estate planning. Eagle Wealth Management uses various methods of analysis, including technical analysis, fundamental analysis, and modern portfolio theory.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
You may also pay a fee to SEI or other Third-party Asset managers (TPAMs) selected by the firm. The total advisory fee you will pay will be a combination of Eagle Wealth Management and TPAM fees and will not exceed: $0.00 to $1,000,000: 2.50% per year; $1,000,001 to $5,000,000: 2.00% per year; $5,000,001 and above: 1.50% per year.