Double Eagle Capital Management, LLC

Fee-Only (% of Portfolio)

Double Eagle Capital Management, LLC offers continuous investment advice and portfolio management based on individual client needs. They work with individuals and high-net-worth individuals, managing accounts on a discretionary basis. Portfolios are tailored to each client's goals, objectives, and risk tolerance, with periodic reviews to ensure alignment. Investments are primarily in individual common stocks, with fixed income securities used for income generation and defensive purposes. Covered option writing may be used with client consent.

Assets Under Management$20M
Clients8
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$20M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1M+0.50%

At Double Eagle's discretion, accounts of members of the same household may be aggregated for purposes of determining the advisory fee. Advisory fee is negotiable, depending on individual client circumstances.

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

1 Advisors at this firm

Double Eagle Capital Management, LLC | TrueAdvisor