A complete list of active advisors currently associated with Fort Eagle Wealth Management
Warmer can help you find a great advisor at Fort Eagle Wealth Management or one who fits your needs even better.
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.
To learn more about the advisors currently working at Fort Eagle Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Fort Worth, TX
| 12
|
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