Fort Eagle Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fort Eagle Wealth Management serves individual and high-net-worth clients as well as charitable organizations, corporations, and other businesses. The firm provides discretionary investment management, project-based and hourly financial planning, and offers insurance products such as life insurance, long-term care insurance, and annuities through affiliated licensed insurance agents.
The adviser constructs individualized investment policy statements and manages portfolios using fundamental, technical, cyclical, and charting analysis within a Modern Portfolio Theory framework, with quarterly account reviews. It may utilize Separately Managed Accounts provided by an SEC-registered sub-adviser and executes custody and trading through Charles Schwab/TD Ameritrade programs.
The brochure discloses that the firm and its affiliated insurance agents receive commissions from insurance companies for certain product sales, a compensation source the firm acknowledges as a potential conflict and discloses to clients. Compared with many solo independent advisers, the firm’s mix of institutional client relationships, use of SMAs through a third‑party sub-adviser, and emphasis on project-based planning and client education on topics such as employee benefits optimization and business planning are relatively uncommon features.
Client services
Expertise
Fee options
Financial planning fixed fees ranging from $2,000 to $8,000, negotiable.
$0 - $100,000: 1.00%
Commissions received from insurance products such as life insurance, long-term care insurance, and annuities, varying by product and provider.
$300 per hour, negotiable depending on complexity.
Main office
Fort Worth TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Fort Eagle Wealth Management · Fort Eagle Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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