BM
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Brian Mcauley

20 Years of Experience
Bainbridge Is, WA

Brian Mcauley is a registered investment advisor at Eagle Harbor Asset Management, INC., based in Bainbridge Is, WA, with 20 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 203 clients with $160M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
203 clients
Average Client Portfolio
$793K average
Assets Under Management
$160.9M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $3.0M0.75%
$3M+0.50%

Portfolio size minimums and fees may be negotiable if grouped with other related accounts or will have the potential for future additions or contributions.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Bainbridge Is, WA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Eagle Harbor Asset Management, INC.
August 2023 - Present · 2 yrs 8 mos
Sitka Pacific Capital Management, LLC
April 2015 - Present · 11 yrs
Previous Registrations
Sitka Pacific Capital Management, LLC
May 2005 - December 2014 · 9 yrs 7 mos
State Registrations2 states
CAWA
Advisor

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Exams
No exam information available for this advisor.