Eagle Wealth Advisors manages investment portfolios and offers personalized financial planning for individuals, families, and institutional clients. Eagle Wealth Advisors builds tailored investment strategies using stocks, bonds, mutual funds, exchange-traded funds, and other vehicles based on a comprehensive questionnaire covering each client's financial history, risk tolerance, and personal values. Clients directly own their securities, and Eagle Wealth Advisors manages accounts through a limited power of attorney. The firm also assists clients who explicitly request third-party portfolio managers such as Envestnet. In addition to investment management, Eagle Wealth Advisors evaluates clients' overall financial circumstances to provide guidance on financial statements, insurance policies, tax strategies, and estate planning, though clients choose whether to implement those recommendations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and on average range from approximately 1.00% to 1.50% of assets under management. Bundled wrap fees for third-party managers like Envestnet average 1.08% to 2.82%.