Eaglestone Wealth Advisors, INC.
Assets Under Management
$197.7M
Number of Clients
210
Number of Advisors
4
Average Client AUM
$941K
AUM per Advisor
$49.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
EagleStone Wealth Advisors historically offered portfolio management, asset allocation, financial planning, pension consulting, and family office services. They are currently winding down advisory operations and transitioning clients to another firm. Their investment approach utilized Modern Portfolio Theory.
Fee Structure
EagleStone's brochure indicates they are no longer providing continuous advisory services. Historically, portfolio management fees ranged from 1.50% to 1.95% annually, depending on asset value and service complexity. Financial planning services were billed hourly, with rates ranging from $75 to $400 depending on staff level. The minimum investment in the E-MAP Program was $80,000.
Areas of Practice
Location
1101 Wootton Parkway, Suite 400, Rockville, MD, 20852