Fort Eagle Wealth Management

Overview

Fort Eagle Wealth Management is a small, independent registered investment adviser operating as a single-owner LLC that focuses on individual and family clients. The firm combines fee-based financial planning with discretionary portfolio management for individuals, small businesses and business/institutional clients, and it also runs educational seminars and workshops. Its fee model is flexible — using AUM-based fees alongside fixed fees, hourly charges and commissionable products — which allows the adviser to deliver both ongoing investment oversight and standalone planning engagements. Investment emphasis is on listed equities and exchange-traded products. Portfolios are managed on a discretionary basis for the bulk of assets, and the firm’s stated practice shows a clear preference for liquid, exchange-traded instruments rather than private or institutional-only structures. Fort Eagle does not position itself as a capital allocator and does not report active ESG investing or pension consulting as a core service.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices