Fort Eagle Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 317575
- Website
- www.forteaglewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- Individuals82.05%
- HNWI17.95%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Fort Eagle Wealth Management is an independent, Texas-registered wealth advisory firm organized as an LLC and owned by an individual principal. The firm serves individuals and families and offers a mix of financial planning and discretionary portfolio management for both personal and small-business or institutional clients. Educational seminars and workshops are part of its client-facing activities. Its fee model is flexible, including percentage-of-AUM billing as well as hourly, fixed-fee, and commission arrangements. The firm does not identify as an ESG investor and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities20%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
9m Investments, LLC
RIAVille Wealth Management
RIAFeatherstone Investment Advisory
RIAHaystack Financial Planning
RIAKitsman Investment Management
RIAAmarillo, TX