Top financial advisors in Eagle, ID
We’ve curated a list of the best financial advisors in Eagle, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$886,912,539
Number of advisors
17 advisors
| $886,912,539 | 17 advisors | |
| 2 |
Assets under management
$355,934,922
Number of advisors
8 advisors
| $355,934,922 | 8 advisors | |
| 3 |
Assets under management
$70,200,000
Number of advisors
4 advisors
| $70,200,000 | 4 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Eagle, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Eagle. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Rw Investment Management LLC
RW Investment Management LLC, also known as RW Investment Management, is a financial advisory firm based in Eagle, Idaho. Established in 2014, the firm offers a range of investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit sharing plans, and various business entities. Services include Comprehensive Portfolio Management, Financial Planning, and Pension Consulting. The firm's investment strategies are based on Modern Portfolio Theory and utilize a mix of passive and active mutual funds, ETFs, equities, and fixed income securities. Clients have the option to place reasonable restrictions on their investments. RW Investment Management charges fees based on a percentage of assets under management, with a maximum annual advisory fee of 1.125%. The firm does not charge performance-based fees and does not participate in wrap fee programs. Clients have the option to grant investment discretion to the firm. RW Investment Management does not accept proxy authority to vote client securities. The firm does not have custody of client funds or securities and does not have financial conditions that impair its ability to meet obligations to clients.
$886,912,539 under management
17 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other AdvisersWest Oak Capital, LLC
West Oak Capital, LLC is an independent registered investment advisory firm specializing in separate account management for core style equity, balanced, and fixed income portfolios. Founded in 2003, the firm focuses on constructing disciplined investment programs tailored to help clients meet their financial goals. With $525,607,591 in assets held across 336 active accounts for 130 client relationships as of 12/31/2024, West Oak Capital offers personalized account management under written advisory agreements that detail conditions, fees, and investment guidelines. The firm, organized as an LLC in Idaho, is privately held by founders Byron and Lisa Snider. Clients have the option to grant investment discretion, allowing West Oak Capital to make and implement investment decisions without prior consultation. The firm charges asset-based fees ranging from 1.00% to 0.60% annually based on account size, with no minimum annual fee or charges for establishing or terminating accounts. West Oak Capital does not charge performance-based fees and primarily serves affluent families and charitable foundations, requiring a minimum managed portfolio of $1 million, which may be waived under certain circumstances. The firm's investment strategies involve a mix of individual securities, mutual funds, ETFs, and REITs to provide diversified exposure to equity and fixed income markets. West Oak Capital is a fee-only advisory firm that does not receive commissions or transaction fees for trading in client accounts, ensuring alignment with client interests. The firm's investment philosophy emphasizes long-term growth and risk management, utilizing fundamental and statistical analysis techniques to evaluate potential investments. Clients receive regular portfolio reviews, performance reports, and access to online account information through the custodian. West Oak Capital operates under a fiduciary duty, acting in the best interests of clients and maintaining a Code of Ethics to uphold professional standards.
$355,934,922 under management
8 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Profitscore Capital Management, Inc.
ProfitScore Capital Management, Inc. is a registered investment adviser established in 1998 in Idaho. The firm specializes in providing investment advisory services, including sub-advisory services for registered investment advisers, index licensing, and discretionary asset management for separately managed client accounts. ProfitScore offers investment strategies such as long-term purchases, short-term purchases, trading, and intraday trading. The firm charges fees based on a percentage of assets under management, ranging from 1.95% to 2.95%. Institutional clients negotiate fees based on services provided. ProfitScore does not provide financial planning services and does not participate in wrap fee programs. The firm had approximately $104.4 million in total assets under management as of November 30, 2023. ProfitScore operates on a fee-only basis and may charge performance-based fees for certain institutional and Qualified Eligible Person (QEP) client advisory services. The firm primarily uses quantitative analysis for investment decisions and does not participate in a wrap fee program. ProfitScore does not take custody of client assets and provides investment advisory services on a discretionary basis. Clients are responsible for voting on proxies and making decisions regarding legal proceedings related to their investments. For any inquiries, clients can contact ProfitScore's Chief Compliance Officer, Michael Mann.
$70,200,000 under management
4 advisors
Fee structure
A percentage of assets under your management
LICENSING FEES FOR INDEX USAGE
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Index Licensing
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Eagle, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Eagle. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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