Eagle Money Advisors offers investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, and charitable organizations. Services include financial planning, investment management, wealth management, and educational seminars. Eagle Money Advisors manages investments using a personalized approach based on each client's goals and risk tolerance. The firm primarily conducts business in California.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for assets over $5,000,000. Minimum fee of $1,250 per quarter ($5,000 annually) applies to accounts under $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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