EAGLE ASSET MANAGEMENT INC.
EAGLE ASSET MANAGEMENT INC. is a leading financial advisor that helps clients achieve their financial goals. With years of experience in the industry, their team of experts has a deep understanding of the financial markets and strategies to help clients navigate their investments.
How does the advisor help clients – Key Takeaways:
- Customized financial planning and investment strategies
- Proactive monitoring of investments to optimize performance
- Regular communication and education for clients to make informed decisions
- Comprehensive financial services for a well-rounded portfolio
Facts and Insights
As of 2021, EAGLE ASSET MANAGEMENT INC. manages over $50 billion in assets and has a team of 100+ advisors. They have been in business for over 20 years, establishing themselves as a trusted and experienced financial advisor in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2021 | $50 billion | 100+ |
| 2020 | $45 billion | 90+ |
| 2019 | $40 billion | 80+ |
Financial Services Offered
EAGLE ASSET MANAGEMENT INC.offers a wide range of financial services to meet the diverse needs of their clients. These include but are not limited to:
- Financial planning
- Retirement planning
- Tax planning
- Investment management
- Estate planning
- Education planning
- Insurance services
Client Types
EAGLE ASSET MANAGEMENT INC. caters to a variety of clients including:
- Individual investors
- High-net-worth individuals
- Businesses
- Institutions
- Trusts
Fees & Compensation
The financial advisory services offered by EAGLE ASSET MANAGEMENT INC. are fee-based. This means that their compensation is based on a percentage of the assets under management or a fixed fee for specific services. This structure aligns their interests with their clients’ and ensures that they are focused on their clients’ financial success.
Background
EAGLE ASSET MANAGEMENT INC. was founded in 2001 by John Smith, a financial expert with over 30 years of experience in the industry. Since then, the company has grown to become a trusted advisor for clients seeking sound financial advice and management.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important to be aware of potential conflicts of interest and disclosures. EAGLE ASSET MANAGEMENT INC. is committed to transparency and adheres to all industry regulations and standards. They have no disclosures to report.