Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may deviate from the mentioned ranges depending on client circumstances.
Fee Estimator
EagleClaw charges an annual advisory fee based on a percentage of assets under management, billed quarterly in advance. For example, the fee is 1.25% on the first $2,000,000. Fees may vary based on client circumstances. The firm generally maintains a relationship minimum of $350,000. The management fee covers advisory, custodial, and related service fees, but excludes other charges like wire transfers or transaction fees. 12b-1 fees received by EagleClaw are credited back to the client.
Areas of Practice
Advisor Information
Office location
One Federal Street, 19th Floor, Boston, MA, 02110
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Thomas serves as a co-trustee on a revocable trust without compensation. This requires minimal time.