Eagle Wealth Management provides investment advice tailored to meet clients' needs and investment objectives. Eagle Wealth Management requires clients to grant the firm discretionary authority to manage their accounts. Financial planning is typically provided in conjunction with the management of an investment portfolio, but is not offered as a stand-alone service for a separate fee. Eagle Wealth Management does not offer tax, legal, or accounting advice.
Assets Under Management$13M
Clients19
Advisors1
Avg. per Client$690K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Annual portfolio management fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...