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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.