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
111 Devonshire Street, Boston, MA, 02109
Get directionsRegulatory History (1)
Customer Dispute
August 2004Other Business Activities
David is a partner at Eagleclaw Capital Management, providing investment advisory services. He also serves as a trustee for the Winchester Scholarship Fund without compensation.