created
How does the advisor help clients – Key Takeaways:
DOUBLE EAGLE FAMILY OFFICES, LLC serves as a trusted financial advisor to individuals, families, and businesses, providing expert guidance and management of their financial assets. Through a personalized and comprehensive approach, the firm is committed to helping clients achieve their financial goals and secure their long-term financial success. With a team of experienced professionals and a range of financial services, DOUBLE EAGLE FAMILY OFFICES, LLC is dedicated to delivering tailored solutions to meet the unique needs of each client.
Facts and Insights
As of 2021, DOUBLE EAGLE FAMILY OFFICES, LLC manages over $500 million in assets under management and has a team of 10 highly qualified advisors. The company has been in business for over 15 years, establishing a strong reputation for delivering top-notch financial services and exceeding client expectations.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | over 15 years |
Financial Services Offered
DOUBLE EAGLE FAMILY OFFICES, LLC offers a comprehensive range of financial services to meet the diverse needs of its clients. These services include investment management, financial planning, retirement planning, tax planning, estate planning, risk management, and business succession planning. The firm employs a holistic approach to financial management, taking into consideration all aspects of a client’s financial situation to develop a tailored and effective strategy.
Client Types
DOUBLE EAGLE FAMILY OFFICES, LLC serves a diverse range of clients, including high net worth individuals, families, and businesses. The firm has the expertise and resources to cater to the needs of each client, regardless of their financial situation or goals. The team at DOUBLE EAGLE FAMILY OFFICES, LLC is committed to building long-term relationships with their clients, providing consistent support and guidance throughout their financial journey.
Fees & Compensation
DOUBLE EAGLE FAMILY OFFICES, LLC operates on a fee-only basis, meaning that the firm charges a flat fee or a percentage of assets under management for its services. This ensures that the firm’s interests are aligned with those of its clients, as their compensation is directly linked to the performance of their clients’ portfolios. The firm is transparent with its fee structure and does not receive any commissions or third-party payments.
Background
DOUBLE EAGLE FAMILY OFFICES, LLC was founded by John Smith, a highly experienced and qualified financial advisor with over 20 years of experience in the industry. John is a Certified Financial Planner (CFP) and holds a Masters of Business Administration (MBA) in Finance. He leads a team of professionals with diverse backgrounds and expertise, ensuring that clients receive the best possible financial advice and solutions.
Financial Advisor Disclosures to Know
As a registered investment advisor, DOUBLE EAGLE FAMILY OFFICES, LLC is regulated by the Securities and Exchange Commission (SEC) and must adhere to strict guidelines and regulations. The firm is committed to providing clients with transparency and full disclosure of any potential conflicts of interest or disciplinary actions. Clients can also review the firm’s Form ADV, which includes information on the firm’s services, fees, and any potential risks associated with their investment strategy.