Eagle Bluffs offers wealth management services, including investment management and financial planning, to individuals, families, trusts, estates, foundations, and businesses. Eagle Bluffs creates custom portfolio strategies based on client goals, risk tolerance, and financial situations, primarily investing in undervalued assets. They also provide 3(38) retirement plan advisory services to plan sponsors, assisting them in meeting their fiduciary obligations.
Assets Under Management$230M
Clients150
Advisors3
Avg. per Client$1.5M
Avg. per Advisor$77M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.30% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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