Eagle Grove Advisors (EGA) manages investment portfolios and provides financial planning. EGA works with clients to understand their goals, risk tolerance, and financial situation to create a personalized investment plan. They may use third-party money managers. EGA also offers comprehensive financial planning covering areas like retirement, taxes, insurance, and estate planning. Clients receive ongoing access to a planner and annual plan reviews.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.85% |
Fees may be negotiable in some circumstances. If a client elects Comprehensive Financial Planning Services in conjunction with Investment Management Services, the Investment Management Services Fee for the first $500,000 of assets under management is included in the Comprehensive Financial Planning Services fee.