The following disclosures are relevant for all content on this site. Should you have further
questions please feel free to contact us.
Financial Planning and Advisor Fees reflect my typical fee for these services and are
negotiable. Financial Planning Fees are typically collected in full at contract signing, though
other arrangements may be available. The advisory fee is calculated and collected monthly.
For the Representative Directed Program, the advisor fee range shown is a breakpoint and reflects
the assessed advisor fee for all assets as each threshold is crossed. For all other Advisory
programs there are two pricing options, the advisor fee range shown may be tiered, that is the
range reflects the assessed advisor fee for the portion of assets within the stated band, or may
be a breakpoint based on the proposed initial investment. This decision will be part of the
discussion when establishing your account.
The Financial Planning Agreement and/or the Statement of Investment Selection (SIS), each of
which you will sign if you engage in a Financial Plan or open an Eagle account, will reflect
your specific fees. For Advisory accounts please note that additional Money Manager, Platform,
12b1, and Expense Ratio fees may apply. You should reference Eagle's Wrap Fee or Firm Disclosure
brochure, available at www.eaglestrategies.com/important-disclosures, for additional information
on fees including how and when fees may change and the method of calculation.