About Eagle Strategies LLC

 

FINANCIAL PLANNING
Eagle Strategies LLC, A Registered Investment Adviser,               offers an objective, fee-based approach to financial planning.       The solutions we recommend and the strategies you decide             to implement will depend upon your personal circumstances       and objectives. You may choose to work with me on a comprehensive basis or limit  the scope and focus of the plan to help you achieve one or more of your goals.

INVESTMENT ADVISORY SERVICES
Eagle Strategies typically uses a fee-based "assets under management" approach, which helps to ensure that our interests are always aligned with yours-to protect and grow your investments.

We offer investment programs ranging from separately managed portfolios of stocks        and bonds to no-load, load-waived and institutional mutual funds (12b-1 fees may            apply on certain mutual funds).

All of our programs provide quarterly performance reports and consolidated          statements, ongoing monitoring (comparing the accounts' total return to                       appropriate benchmark indices) and one comprehensive, annual fee based upon                  a percentage of assets under management.