Flat Fee Fiduciary Financial Advisor
Central Arkansas based flat & fee only RIA serving clients nationwide.
Why Eagle Valley Wealth Management?
Eagle Valley Wealth Management is for those who want to work with a CFA charter holder that has experience serving institutional clients and a background in hedge funds, private equity, and commercial real estate. It is also for those who value transparency, integrity, and humility and want a long-term relationship with a flat & fee only advisor.
Fee-Only
We are only compensated by the fees paid by our clients. No commissions, product sales, or performance fees.
Flat Fee
Unlike Asset Under Management (AUM) fees, our fee doesn’t change with your portfolio size. Market go up? Save more money? Inherit a large sum? Our fee is flat and will not change due to these factors.
Fiduciary
We are a fiduciary and are legally required to place our clients’ interests before our own.
Qualifications
Drew has been a CFA charter holder since 2019 and holds a Master of Science in Finance from Southern Methodist University. He also has institutional level experience in the fields of hedge funds, private equity, and commercial real estate.
Who do I work with?
Eagle Valley Wealth Management works with a wide range of clients. With no asset minimums, the goal is to serve everyone with a simple and transparent fee.
Below are some of the types of clients I specialize in, but all my clients have one thing in common: they are tax and fee conscious and are looking for something different than the typical big firm advisor relationship.
- Retirees/Those near retirement
- Business Owners
- Military Families
- Young Professionals