Overview

Headquarters
Dallas, TX
Total Firm Assets
$109 million
Average High-Net-Worth Client Portfolio Size
$1.2 million
Stated Minimum Account Size
$500,000

Fee Disclosure

Source: DOUBLE EAGLE WEALTH MANAGEMENT ADV PART 2A (2026-07-09) · View brochure text

MinMaxDisclosed Annual Rate
$0 $250,000 1.25%
$250,001 $2,500,000 1.00%
$2,500,001 $5,000,000 0.80%
$5,000,001 $10,000,000 0.65%
$10,000,001 $20,000,000 0.50%
$20,000,001 $50,000,000 0.35%
$50,000,001 and above 0.25%

Stated Minimum Annual Fee: $5,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,625 1.06%
$5 million $45,625 0.91%
$10 million $78,125 0.78%
$50 million $233,125 0.47%
$100 million $358,125 0.36%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
68.32%
Number of High-Net-Worth Clients
62
Total Client Accounts
359
Discretionary Accounts
359

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
330398
  • DOUBLE EAGLE WEALTH MANAGEMENT ADV PART 2A (2026-07-09) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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