Eagle Wealth Management Group provides personalized investment management, financial planning, business planning, and retirement plan consulting services. Founded in 2023 and based in Valencia, California with additional offices in North Carolina, Eagle Wealth builds customized portfolios and monitors them on a continuous basis. The firm creates comprehensive financial plans addressing personal finances, tax strategies, cash flow, insurance, retirement, and estate planning. Clients can access services through hourly consultations, written financial plans, annual planning agreements, or ongoing asset management. Eagle Wealth works with individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and non-profit organizations. The firm uses various methods of analysis including fundamental, technical, quantitative, and qualitative analysis, alongside long-term and short-term purchase strategies. Associated professionals may also offer insurance or tax services separately.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Fees may be negotiable at the sole discretion of management. Accounts with $100,000 or less are subject to a minimum annual fee of $1,000.