Double Eagle Wealth Management provides asset management services, financial planning, and retirement plan consulting. Asset management includes managing custodial accounts and providing ongoing supervision, with investment options including stocks, bonds, ETFs, and alternative investments. Financial planning covers various areas like retirement, tax, and estate planning. Double Eagle may use third-party investment managers on the Schwab platform.
Assets Under Management$93M
Clients85
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$93M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $50.0M | 0.35% |
| $50M+ | 0.25% |
Fees are negotiable. Financial planning fees can be waived if you engage Double Eagle's asset management services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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