Fees

Basically, there are three ways I work:

1. Fee-based Financial Planning is based on complexity of services to be provided and net worth of client. 

2. Fee-based Investment Management, where you pay a fee based on a percentage of assets managed through Eagle Strategies LLC, a Registered Investment Adviser. Our fees vary according to the size of the account and the money manager chosen. Please e-mail or call our office for an initial consultation to see if a Managed Account would fit your investment strategy.

3. Commission Based, where you pay a commission based on the particular product purchased.

Calculators

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