Eagle Valley Wealth Management offers ongoing financial planning, investment management, and project-based financial planning. For investment management, they create a portfolio based on your goals, risk tolerance, and tax considerations, using third-party investment models to inform their decisions. They primarily advise on stocks, bonds, mutual funds, and ETFs. They also offer hourly and project-based financial planning for specific needs like business planning, college savings, or retirement planning.
Fee Structure
Eagle Valley Wealth Management offers investment management as part of their ongoing comprehensive financial planning service. The fee is a quarterly charge that varies based on the complexity and needs of the client and is negotiable. You can pay via automatic fee deduction, electronic funds transfer, check, or debit/credit card.