About EAGLE INVESTMENT ADVISORS
EAGLE INVESTMENT ADVISORS is a well-respected financial advisory firm that has been helping clients achieve their financial goals for over 20 years. With a team of experienced and knowledgeable advisors, they strive to provide personalized and comprehensive financial guidance to their clients.
How does the advisor help clients – Key Takeaways:
- Provide customized financial plans based on individual goals and risk tolerance
- Offer a wide range of financial services
- Cater to different types of clients, including high-net-worth individuals and businesses
- Transparent fee structure
- Committed to constantly staying updated with the changing financial landscape
Facts and Insights
EAGLE INVESTMENT ADVISORS has been in business for over two decades and during this time, they have consistently showcased their expertise and commitment to their clients. They have helped numerous clients plan for retirement, build investment portfolios, and navigate through various financial challenges.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management (as of 2020) |
|---|---|---|
| 1999 | 15 | $500 million |
Financial Services Offered
EAGLE INVESTMENT ADVISORS offers a wide range of financial services to cater to the diverse needs of their clients. Some of their key services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Risk management
- Financial education and workshops
Client Types
EAGLE INVESTMENT ADVISORS caters to a diverse client base, including:
- Individuals and families
- High-net-worth individuals
- Small and medium-sized businesses
- Non-profit organizations
Fees & Compensation
EAGLE INVESTMENT ADVISORS believes in transparent and fair compensation for their services. They offer fee-based services, which means their fees are based on a percentage of the total assets under management. This model ensures that their interests are aligned with those of their clients, as their compensation is directly linked to the performance of their clients’ portfolios.
Background
EAGLE INVESTMENT ADVISORS was founded in 1999 by a group of financial experts who were determined to provide quality financial guidance to individuals and businesses. Over the years, they have expanded their team and expertise, but their commitment to their clients remains the same.
Financial Advisor Disclosures to Know
EAGLE INVESTMENT ADVISORS takes great pride in being transparent and upfront with their clients. As a registered investment advisor, they are legally required to disclose any potential conflicts of interest or past disciplinary actions. They have a clean record with no disciplinary actions to report, and their advisors are held to the highest ethical standards to ensure the best interests of their clients are always the top priority.