Eagle Financial Strategies

Eagle Financial Strategies, operating as Alpha Capital Advisors, Inc., was established in 1996 in Maine. The firm specializes in providing investment advisory services to individuals, corporations, charitable organizations, pension plans, and other entities. They manage assets on a discretionary basis, totaling $129,696,230 across 497 accounts as of December 31, 2024. Clients are required to provide financial information for personalized investment advice, with services including asset management and financial planning. The firm charges asset management fees ranging from 0.75% to 1.25% based on the account value. Financial planning fees are typically hourly, ranging from $100 to $150. Eagle Financial does not charge performance-based fees. The firm acts as a fiduciary, putting clients' interests first and maintaining a Code of Ethics to prevent conflicts of interest. They do not accept third-party benefits or soft dollar arrangements. Clients have the option to pay fees quarterly or through the custodian. The firm does not receive compensation for client referrals and does not vote on client securities. Eagle Financial has discretion over client accounts but does not have physical custody of assets. They have not been involved in any material legal or disciplinary proceedings in the past ten years.