Eagle Wealth Strategies offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, and broker-dealers. Eagle Wealth Strategies manages investments using mutual funds, exchange traded funds, and individual stocks. The firm also offers financial planning services covering retirement, estate, education, and insurance needs. Eagle Wealth Strategies may refer clients to accountants, attorneys, or other specialists.
Assets Under Management$650M
Clients654
Advisors9
Avg. per Client$1M
Avg. per Advisor$73M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.95% |
| $1.5M - $2.0M | 0.90% |
| $2.0M - $2.5M | 0.85% |
| $2.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.70% |
| $7.5M - $8.5M | 0.65% |
| $8.5M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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