Christopher Alexander Eagles-Smith
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 $500K | 1.15% |
| $500K - $1.0M | 0.98% |
| $1.0M - $2.0M | 0.93% |
| $2.0M - $3.0M | 0.88% |
| $3.0M - $4.0M | 0.83% |
| $4.0M - $5.0M | 0.78% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.70% |
| $15.0M - $20.0M | 0.65% |
| $20M+ | 0.60% |
Fees are negotiable at the sole discretion of the Adviser.
Fee Estimator
Investment management fees are based on a percentage of your assets under management, using a tiered rate schedule. For example, a client with $1,000,000 in AUM would pay $2,626.03 for the first quarter of the year. Once a household reaches $5,000,000.01 in managed assets, a flat rate fee schedule applies. The firm typically requires a minimum portfolio size of $500,000. Financial planning services are offered at $250 per hour (6-hour minimum) or a flat fee (minimum $1,500). Fees are negotiable. Clients also pay brokerage commissions and other related costs.
Areas of Practice
Advisor Information
Office location
1255 Treat Boulevard, Suite 900, Walnut Creek, CA, 94597
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