Eagles Coast Wealth Management offers continuous investment portfolio management and comprehensive financial planning. The firm builds personalized investment strategies based on each client's specific goals, risk tolerance, and financial situation, reviewing accounts at least quarterly. Services encompass retirement planning, cash flow analysis, tax planning strategies, estate planning, and education savings. Clients can authorize Eagles Coast Wealth Management to manage accounts on either a discretionary or non-discretionary basis. In addition to investment management, the firm offers standalone financial planning and consultations on an hourly or flat-fee basis. The firm recommends Charles Schwab and Interactive Brokers for custody and trade execution. The team includes specialists who may also recommend and sell insurance products such as life, disability, and annuities, creating a potential conflict of interest through commission-based compensation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3M+ | 1.50% |
Fees are billed monthly in advance and are negotiable based on relationship history, account composition, and asset size.