Eagles Coast Wealth Management (ECWM) offers advisory services, providing ongoing advice tailored to each client's individual needs. They develop a personal investment policy based on client objectives and review accounts at least quarterly. ECWM also offers financial planning and consulting services, which may be part of the investment advisory engagement or a separate agreement. ECWM may manage assets on a discretionary or non-discretionary basis.
Assets Under Management$33M
Clients149
Advisors2
Avg. per Client$220K
Avg. per Advisor$16M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3M+ | 1.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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