Eagle Guardian Advisors offers portfolio management and financial planning services, including estate planning, retirement strategies, and wealth transfer. They provide both discretionary and non-discretionary investment management. The firm focuses on transparent, conflict-free advice and fiduciary management, particularly for baby boomers transferring wealth to future generations. Clients complete a detailed onboarding and risk assessment process.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.00% |
| $200K - $500K | 0.75% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.35% |
| $2.0M - $5.0M | 0.25% |
| $5.0M - $10.0M | 0.20% |
| $10M+ | 0.20% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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