My Legacy Advisors, LLC
Assets Under Management
$333.1M
Number of Clients
330
Number of Advisors
4
Average Client AUM
$1.0M
AUM per Advisor
$83.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Eagle Wealth Management offers discretionary portfolio management services tailored to individual client needs, including initial and follow-up consultations. They also provide financial planning and consulting services covering various financial areas. They primarily advise on equity securities, bonds, mutual funds, and ETFs.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
For portfolio management, the annual fee is based on a percentage of assets under management, either a flat negotiated fee (up to 2%) or a tiered fee (see table). Clients may also pay fees to third-party asset managers (TPAMs). The total advisory fee will not exceed the listed TPAM fee schedule. Financial planning services are offered on an hourly basis ($95-$295) or a fixed fee basis ($500-$7,500), negotiable based on complexity. 50% of the fixed fee is due in advance. There is no stated minimum annual fee. Clients are responsible for transaction charges.
Areas of Practice
Location
35 NW Hawthorne Ave, Bend, OR, 97703