Assets Under Management
$333.1M
Number of Clients
330
Number of Advisors
4
Average Client AUM
$1.0M
AUM per Advisor
$83.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Eagle Wealth Management offers discretionary portfolio management services tailored to individual needs, along with financial planning and consulting. They primarily advise on equity securities, bonds, mutual funds, and ETFs. They use various methods of analysis including technical and fundamental analysis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
35 NW Hawthorne Ave, Bend, OR, 97703