Fort Eagle Wealth Management

Fort Eagle Wealth Management serves individuals, high‑net‑worth clients and corporations or business entities, offering discretionary asset management, financial planning and consulting, and referrals to third‑party money managers. The firm operates as a solo independent adviser with roughly $11.14 million in assets under management across about 37 client relationships and charges percentage‑of‑AUM advisory fees.

The firm typically manages accounts on a discretionary basis, tailoring strategies to client goals and employing fundamental, technical, charting and cyclical analysis, with both long‑ and short‑term holdings and periodic portfolio reviews. When appropriate, it recommends and monitors third‑party managers, acting as a liaison and providing ongoing client oversight and performance reporting.

Noteworthy aspects disclosed in the brochure include the principal’s licensed insurance activities and receipt of commissions for insurance product sales, as well as referral and revenue‑sharing arrangements with third‑party managers (including a tiered incentive program with one TPM), each disclosed as potential conflicts of interest. The firm’s explicit service to business entities (corporate clients) and its receipt of non‑monetary benefits from a TPM (marketing, technology and training support) are features that are less common among similarly sized independent advisers.