Bear & Eagle Investments manages investment portfolios and provides personalized financial planning for individuals, households, and high-net-worth clients. Bear & Eagle Investments builds tailored, long-term portfolios using individual stocks, exchange-traded funds, bonds, and mutual funds based on each client's specific financial condition, goals, time horizon, and risk tolerance. In addition to investment management, financial planning services cover retirement, cash flow, debt, education funding, employee benefits, tax-aware strategies, insurance needs, and estate-planning coordination. Bear & Eagle Investments operates as a fee-only firm and does not accept commissions or product-based compensation.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiated based on account size, complexity, services, and relationship scope.