Fees

Investment Advisory Accounts

The client fee for managed accounts is comprised of two factors – the sponsor fee and the advisor fee. The sponsor fee consists of the money manager fee (if applicable), the platform fee, the clearing and execution fee, and the administrative fee. The money manager and platform fee will vary depending on the program, manager, and/or strategy selected. The advisor fee is the fee we charge to provide comprehensive and independent advice as well as ongoing monitoring, support, and reviews of your advisory accounts. Factors including, but not limited to, the complexity of investment options and strategies, size and number of accounts, and other considerations may influence the advisor fee and your total client fee. The advisor fee schedule is shown above. The Advisor Fee reflects my typical fee for these services and is negotiable. The advisory fee is calculated and collected monthly. For the Representative Directed Program, the advisor fee range shown is a breakpoint and reflects the assessed advisor fee for all assets as each threshold is crossed. For all other Advisory programs, there are two pricing options for the advisor fee range; it may have tiers, which reflects the assessed advisor fee for the portion of assets within the stated band, or it may be a breakpoint based on the proposed initial investment. This decision will be part of the discussion when establishing your account. The Statement of Investment Selection (SIS), which you will sign if you open an Eagle account, will reflect your specific fees. For Advisory accounts, please note that additional Money Manager, Platform, 12b-1, and Expense Ratio fees may apply. You should reference Eagle's Wrap Fee or Firm Disclosure brochure, available at www.eaglestrategies.com/important-disclosures, for additional information on fees including how and when fees may change and the method of calculation.

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December 10, 2018 @ 12:48 PM

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