EAGLE EQUITY HOLDINGS, LLC: Providing Expert Financial Services Without Bragging
EAGLE EQUITY HOLDINGS, LLC is a well-respected financial advising firm that has been providing expert services to clients for over 20 years. With a team of experienced advisors and a wide range of financial services, EAGLE EQUITY HOLDINGS, LLC is dedicated to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Expert financial advice and planning
- Customized investment strategies
- Personalized portfolio management
Facts and Insights
EAGLE EQUITY HOLDINGS, LLC has over $500 million in assets under management and a team of 10 experienced advisors. With an average of 15 years of experience in the financial industry, the advisors at EAGLE EQUITY HOLDINGS, LLC have the knowledge and expertise to assist clients in achieving their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
- Financial planning
- Retirement planning
- Asset management
- Investment advisory services
- Estate planning
- Tax planning and preparation
Client Types
EAGLE EQUITY HOLDINGS, LLC works with a diverse range of clients, including individuals, families, and small businesses. They also provide services to high net worth individuals who require more specialized and personalized financial advice.
Fees & Compensation
EAGLE EQUITY HOLDINGS, LLC is a fee-based firm, which means they charge a percentage of assets under management as their fee. This ensures that their interests are aligned with their clients’ success, as they only make money when their clients’ portfolios perform well. The firm’s fees are competitive and transparent, ensuring that clients understand exactly what they are paying for.
Background
EAGLE EQUITY HOLDINGS, LLC was founded in 1998 by a team of experienced advisors who wanted to provide comprehensive and personalized financial services to their clients. Since then, the firm has grown and expanded its services, but their commitment to providing expert financial advice with integrity and transparency remains unchanged.
Financial Advisor Disclosures to Know
As a registered investment advisor, EAGLE EQUITY HOLDINGS, LLC is required to disclose any potential conflicts of interest or disciplinary history. Clients can access this information on the SEC’s Investment Advisor Public Disclosure (IAPD) website or by requesting a copy from the firm directly.