Fee-OnlyFinder

% of assets managed in Eagle, ID

10 advisers in Eagle offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 10

American Independent Securities Group, LLC664 S Rivershore Lane Ste 150 · Eagle, ID 83616 · (208) 489-3131 · Financial planningCRD 135288 · % of assets, Hourly charges, Fixed fees · $986.3 million AUMSEC registeredNo commissions reportedArcadia Investment Advisors, LLC1028 S. Bridgeway Place, Suite 100 · Eagle, ID 83616 · (208) 342-7758 · % of assets managedCRD 109590 · % of assets · $345.8 million AUMSEC registeredNo commissions reportedBahr Financial Planning Network, INC.408 S. Eagle Road, Suite 205 · Eagle, ID 83616 · (510) 363-1993 · Financial planningCRD 154188 · % of assets, Hourly charges, Fixed fees · $54.0 million AUMState registeredNo commissions reportedContinuum Advisory, LLC873 E. State Street · Eagle, ID 83616 · (208) 417-1933 · Financial planningCRD 283155 · % of assets, Hourly charges, Fixed fees · $1.9 billion AUMSEC registeredNo commissions reportedFoothills Capital Management, LLC787 E. State St., Ste. 120 · Eagle, ID 83616 · (208) 501-2152 · Financial planningCRD 334119 · % of assets, Hourly charges, Fixed fees · $29.5 million AUMState registeredNo commissions reportedGpwm Advisors LLC339 W State Street, Suite 203 · Eagle, ID 83616 · Financial planningCRD 305630 · % of assets · $27.0 million AUMState registeredNo commissions reportedProfitscore Capital Management, INC.1028 S Bridgeway Pl, Suite 120 · Eagle, ID 83616 · (208) 472-8849 · % of assets managedCRD 119210 · % of assets, Other · $50.9 million AUMState registeredNo commissions reportedProminence Capital3405 W. Bavaria Street, Suite 105 · Eagle, ID 83616 · (310) 433-5378 · Financial planningCRD 165595 · % of assets · $57.1 million AUMState registeredNo commissions reportedRw Investment Management LLC1028 S. Bridgeway Place, Suite 200 · Eagle, ID 83616 · (208) 333-1433 · Financial planningCRD 282707 · % of assets, Hourly charges, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reportedSummit Wealth and Retirement Partners435 E Shore Drive, Suite 220 · Eagle, ID 83616 · (925) 927-1900 · Financial planningCRD 285972 · % of assets, Fixed fees · $978.1 million AUMSEC registeredNo commissions reported