What is your fee structure?
At Eagles’ Club, our asset management compensation is 100% transparent, so you know exactly what we make. We charge a competitive asset under management (AUM) annual fee that is computed on the value of your managed assets. Corporate and personal plan design is charged at an hourly rate, or by project. A separate fee applies for plan review. Plan design fees range from $1,500-$25,000 based on plan complexity. Insurance products, by their nature, will involve commissions.