Eagle Global Advisors LLC

CRD#107306
Investment Advisor Firm

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Learn more about Eagle Global Advisors LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Eagle Global Advisors LLC is a financial advisor company that has its headquarters in Houston, Texas. It has $1.7 billion in assets under management over 362 client accounts, placing it among the largest firms in the nation by assets under management (AUM). The firm has a small team, including 10 financial advisors. Eagle Global Advisors LLC is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments such as options, equities and bonds.

    Eagle Global Advisors LLC manages all of its client assets on a discretionary basis. Discretionary management signifies that an investment advisor makes buy and sell choices for the client's account without requiring client permission. The firm oversees about $4.7 million for each customer account. The typical financial advisor at Eagle Global Advisors LLC manages around 36 client accounts, placing it towards the middle in terms of personalization.

    The firm's central office is at 1330 Post Oak Boulevard, Houston, Texas 77056. The firm is permitted to serve customers throughout a number of states, including California, Colorado, Florida, Illinois, New Mexico, North Carolina, Oklahoma, Tennessee and Texas.

    Assets Under Management

    $1.7 billion

    Number of Advisors

    10

    Disclosures

    No

    Office Location

    1330 Post Oak Boulevard
    Houston, TX 77056

    Eagle Global Advisors LLC by the Numbers

    Total Assets Under Management

    $1.7 billion

    National Average: $8.6 billion
    Total Number of Employees

    23

    National Average: 64
    Total Number of Accounts

    362

    National Average: 375,227
    Average Account Size

    $4.7 million

    National Average: $23.0 thousand
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    Fee Structure

    Financial management fees depend on the type of services offered. However, fees billed by the company likely are comprised of the following fee structures: asset-based or performance-based. Eagle Global Advisors LLC does participate in a wrap fee program, in which the firm offers a service bundle for a single fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm does business with a broad range of investors. The firm caters to high net worth investors, investment companies, pooled investment vehicles, pension plans and charitable organizations. Out of its 362 customers, Eagle Global Advisors LLC's largest client is high net worth investors, though it also manages money for 334 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts reside abroad.

    • High-Net-Worth Individuals* - 92.27%
    • Other Individuals - 0%
    • Corporations - 2.76%
    • Charitable Organizations - 4.97%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Eagle Global Advisors LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Eagle Global Advisors LLC

    Paul Chiaro
    Houston, TX
    George Crosby Jr.
    Houston, TX
    Malcom Day
    Houston, TX
    John Gualy
    Houston, TX
    Edward Allen
    Houston, TX
    Thomas Hunt
    Houston, TX
    Steven Russo
    Houston, TX

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