Eric Maxwell is a registered investment advisor at Eagle Capital Management, LLC, based in Mandeville, LA, with 14 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 312 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.50% |
| $10M+ | 1.25% |
Fees are for Balanced Equity Accounts. Fixed Income Accounts are charged 0.60% for the first $10 million and 0.50% for the balance. Fees are negotiable.
Fee Estimator
Location
1417 West Causeway Approach, Mandeville, LA, 70471
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Eagle Capital Management, LLC
State Registrations2 states
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