Eagle Wealth Advisors offers investment management and financial planning services tailored to individual client needs. They gather financial information to develop investment strategies and advise on various investment vehicles. They also offer financial planning services, including financial statement creation, account reviews, insurance policy reviews, and tax and estate planning. On a client's explicit request, Eagle Wealth Advisors can offer the use of Third-Party Managers for portfolio management services.
Fee Structure
Eagle Wealth Advisors charges a fee based on a percentage of the value of your investments. The fees are negotiable and on average range from 1.00% to 1.50% annually, charged quarterly in advance. On a client's explicit request, Eagle Wealth Advisors can offer the use of Third-Party Managers for portfolio management services, with a wrap fee ranging from 1.08% to 2.82%.