Eagle’s Crest Advisors provides personalized wealth management and financial planning services to individuals, trusts, foundations, retirement plans, and corporations. The firm helps clients define their financial goals by reviewing their current financial circumstances, income, savings, and investments to build customized financial and investment plans. When managing investment portfolios, Eagle's Crest primarily operates with the authority to make trades without asking first, selecting a mix of stocks, bonds, exchange-traded funds, and mutual funds tailored to each client's risk tolerance and objectives. Financial planning is typically included as part of investment advisory services but can also be provided on its own. In addition to individual wealth management, Eagle’s Crest offers retirement plan consulting for plan sponsors, assisting with investment oversight, vendor search support, and plan design consulting.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable based on the size of the account and complexity of asset structures. Fixed income and cash management accounts have a separate schedule (0.25% to 0.55%). Accounts holding only alternative investments are charged a flat 1.00%.