Eagle Mountain Financial LLC is a registered investment advisor based in Brentwood, Tennessee, founded in April 2026. The firm offers ongoing portfolio management tailored to each client's goals, time horizon, and risk tolerance. Eagle Mountain Financial creates a personalized Investment Policy Statement for each client and generally manages accounts with the authority to make trades without asking first. The firm primarily invests in mutual funds, fixed income securities, equities, exchange-traded funds, and Treasury inflation-protected bonds. In addition to standard portfolio management, Eagle Mountain Financial offers performance-based fee arrangements for qualified clients, where fees include a percentage of assets alongside a share of capital appreciation. The firm's professionals also maintain outside business activities in insurance and real estate, creating potential conflicts of interest that the firm manages by acting in clients' best interests.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard portfolio management fee is 2.00% annually. Qualified clients may alternatively choose an annual fee of up to 1.00% plus a 20.00% performance fee based on capital appreciation.