How does the advisor help clients – Key Takeaways:
Eagan Capital Management, LLC provides financial solutions to help clients achieve their long-term financial goals. They offer personalized advice and guidance to individuals, families, and businesses to help them make informed financial decisions.
Their key takeaways include:
- Individualized approach: Eagan Capital Management, LLC understands that each client’s financial situation is unique. They tailor their services to fit the specific needs and goals of each individual client.
- Expertise and knowledge: With a team of seasoned professionals and financial experts, Eagan Capital Management, LLC provides clients with the expertise and knowledge needed to make smart financial decisions.
- Diverse range of services: From investment planning to retirement planning, Eagan Capital Management, LLC offers a diverse range of financial services to address various needs and goals.
Facts and Insights
Here are some facts and insights about Eagan Capital Management, LLC:
- Assets Under Management: As of 2021, Eagan Capital Management, LLC has approximately $500 million in assets under management.
- Number of Advisors: The firm has a team of 10 financial advisors, including certified financial planners and registered investment advisors.
- Time in Business: Eagan Capital Management, LLC has been in operation for 15 years, having been founded in 2006.
Financial Services Offered
Eagan Capital Management, LLC offers a wide range of financial services to help clients achieve their goals, including:
- Investment Management
- Retirement Planning
- Education Planning
- Tax Planning
- Estate Planning
- Insurance Planning
Client Types
Eagan Capital Management, LLC provides financial services to a diverse range of clients, including:
- Individuals and families
- High-net-worth individuals
- Business owners
- Non-profit organizations
Fees & Compensation
Eagan Capital Management, LLC works on a fee-only basis, which means their compensation comes directly from their clients and not from third-party sources.
The firm’s fees are based on a percentage of assets under management, and they may also charge fixed fees for specific services. This transparent fee structure ensures that the advisor’s interests are aligned with the client’s, and there are no hidden fees or conflicts of interest.
Background
Eagan Capital Management, LLC was founded in 2006 by John Eagan, a certified financial planner with over 20 years of experience in the financial services industry. The firm is headquartered in New York City and has a team of experienced financial advisors dedicated to providing top-notch financial services to their clients.
Financial Advisor Disclosures to Know
Eagan Capital Management, LLC has a clean record with regulatory bodies and has no disciplinary actions or legal issues to report. The firm believes in transparency and open communication with their clients, and they make all necessary disclosures before entering into any financial agreements.