Eagle Wealth Management Group provides investment advice through financial planning and asset management. They offer hourly consultations, written financial plans, and annual financial planning service agreements. Their services cover personal finances, taxes, investments, insurance, retirement, business planning, estate planning, and philanthropy. Eagle Wealth also manages investment portfolios using various strategies and monitors them regularly. They also provide retirement plan advisory and consulting services to employer-sponsored retirement plans.
Assets Under Management$360M
Clients453
Advisors5
Avg. per Client$800K
Avg. per Advisor$73M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
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. A minimum fee of $1,000 ($250/quarter) is charged for clients with $100,000 or less of investable assets.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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