Eagle Financial Advisors offers investment advice to individuals, high-net-worth individuals, trusts, corporations, and other business entities. Services include portfolio management and recommending other money managers. The firm creates investment plans based on clients' goals and manages portfolios accordingly. Clients can place reasonable restrictions on investments. Eagle Financial Advisors may recommend third-party asset managers for clients.
Assets Under Management$87M
Clients373
Advisors8
Avg. per Client$230K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 2.00% |
| $150K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Client management fees may be negotiated as a fixed percentage versus the tiered schedule above and will not exceed the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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