Eagle Bluffs Wealth Management offers personalized wealth management solutions, combining customized investment management with financial planning. Eagle Bluffs focuses on long-term investing, utilizing exchange-traded funds, mutual funds, individual stocks, and bonds tailored to each client's specific goals, risk tolerance, and time horizon. The firm applies a top-down and bottom-up research approach to identify undervalued investments. In addition to portfolio management, Eagle Bluffs assists clients with retirement planning, education funding, and overall financial consulting. The firm operates as a registered investment advisor and acts in the best interest of its clients.
Assets Under Management$290M
Clients165
Advisors3
Avg. per Client$1.8M
Avg. per Advisor$98M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.30% |
Fees may be negotiable at the discretion of Eagle Bluffs.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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