How does the advisor help clients – Key Takeaways:
EAGLE CAPITAL ADVISORS, LLC is a leading financial advisory firm that offers comprehensive financial services to individuals and businesses. With years of experience and a team of highly skilled advisors, they help their clients achieve their financial goals and plan for a secure future.
Facts and Insights
Founded in 2005, EAGLE CAPITAL ADVISORS, LLC has over 15 years of experience in the financial industry. The firm is headquartered in New York City and has multiple offices throughout the United States. The company provides advisory services to individuals, families, and businesses, helping them manage their wealth, investments, and financial planning.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 Billion+ | 100+ | 15 years+ |
Financial Services Offered
EAGLE CAPITAL ADVISORS, LLC offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, risk management, and business planning. Their team of advisors works closely with clients to understand their unique financial needs and create personalized strategies to achieve their goals.
Client Types
The firm offers their services to a diverse range of clients, including high-net-worth individuals, families, and businesses. Their clients trust them to manage their assets and provide financial guidance to help secure their future.
Fees & Compensation
EAGLE CAPITAL ADVISORS, LLC is a fee-only advisory firm, meaning they do not receive commissions or compensation from third parties. This ensures that their advisors are always acting in the best interest of their clients and not influenced by any outside factors. Their fees are based on a percentage of assets under management, making their interests aligned with those of their clients.
Background
The team at EAGLE CAPITAL ADVISORS, LLC is made up of experienced and knowledgeable financial professionals who are committed to providing their clients with top-notch services. They hold various credentials, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), demonstrating their expertise in the field.
Financial Advisor Disclosures to Know
EAGLE CAPITAL ADVISORS, LLC has a clean record with no disciplinary actions from regulatory bodies. This ensures that their clients can trust the firm to act ethically and professionally in all their dealings.