Double Eagle Partners provides investment management services to individuals, high net worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit sharing plans. Double Eagle Partners assists clients in determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. The firm manages investments on a discretionary basis.
Assets Under Management$33M
Clients44
Advisors1
Avg. per Client$740K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.40% |
Double Eagle Partners offers a special fee program for early career physicians of 0.50% of assets under management with a maximum annual fee of $500 until the value of the client's assets exceeds $100,000. Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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