Overview

Headquarters
Middlebury, CT
Total Firm Assets
$116 million
Average High-Net-Worth Client Portfolio Size
$4.5 million

Fee Disclosure

Source: EAGLE CAPITAL ADVISORS, LLC (2026-09-01) · View brochure text

MinMaxDisclosed Annual Rate
$0 $3,000,000 1.00%
$3,000,001 and above 0.75%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $45,000 0.90%
$10 million $82,500 0.82%
$50 million $382,500 0.76%
$100 million $757,500 0.76%

Actual fees may vary; other investment costs may apply.

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

Clients

High-Net-Worth Share of Firm Assets
70.26%
Number of High-Net-Worth Clients
18
Total Client Accounts
173
Discretionary Accounts
173

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
173730

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

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