Fort Eagle Wealth Management

Overview

Fort Eagle Wealth Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients and delivers a mix of financial planning and portfolio management services. Service lines listed include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and educational seminars/workshops. Fee arrangements are flexible: the firm can charge a percentage of assets under management, hourly fees, fixed fees, and also accepts commissions. The adviser does not identify as an active ESG investor and is not flagged as a multi-state or pension consultant adviser. It is not listed as a capital allocator or a related adviser in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives