MZ
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
8 advisors
Number of Clients
373 clients
Average Client Portfolio
$233K average
Assets Under Management
$87.0M
Fee Structure
This document does not contain any fee information. Please refer to the Eagle Financial Advisors, LLC brochure for fee details.
Areas of Practice
Financial Planning & CoachingInsurance Planning
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Advisor Information
Office location
Ronchester Hills, MI
Get directionsRegulatory History
Clean regulatory record
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 ActivitiesSells Insurance
Matthew is an insurance agent with CLA USA Inc. and Eagle Financial Group since 2002.
Employment History
Current Registrations
Eagle Financial Advisors, LLC
December 2015 - Present · 10 yrs 1 mo
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.