Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle charges an annual percentage of assets under management for separate accounts. These fees are negotiable and vary based on client type, investment restrictions, and assets managed. The brochure provides fee schedules for institutional accounts only. Fees do not include custodian, consultant, brokerage, or exchange fees. Management fees for retail clients are typically 1.00% of assets under management for equity objectives, and from 0.30% to 0.50% for fixed income accounts. Some clients may aggregate related accounts to realize discounted management fees.
Areas of Practice
Advisor Information
Office location
880 Carillon Parkway, St. Petersburg, FL, 33716
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
David is approved to be an officer/director of one or more affiliates as needed, which is part of his normal routine with the broker/dealer.