Eagleview Asset Management is a registered investment advisor founded in 2025 and based in Lancaster, Pennsylvania. The firm provides discretionary and non-discretionary investment management services tailored to individual client goals, risk tolerances, and time horizons. Eagleview Asset Management builds customized investment portfolios using fundamental, technical, and charting analysis, investing across a variety of securities including equities, fixed income, mutual funds, exchange-traded funds, and options. The firm works primarily with individuals and high net worth clients, maintaining a relationship-focused approach while helping clients navigate market risks, inflation, and changing economic conditions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Eagleview Asset Management charges a flat fee of up to 1.50% across the entire portfolio. Fees are negotiable based on factors such as relationship history, asset type, and account size.