Eagle Harbor Asset Management (EAGLE) offers portfolio management services. EAGLE analyzes client assets, develops asset allocation plans, and selects equity and fixed income securities to help clients reach their goals. EAGLE primarily invests in individual stocks and bonds, with limited use of exchange traded funds (ETFs) and mutual funds. Investment strategies are tailored to each client's goals, risk tolerance, and tax situation.
Assets Under Management$160M
Clients203
Advisors3
Avg. per Client$790K
Avg. per Advisor$54M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $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
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Estimated Annual Fee
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