Advisor at Eagle Capital Management, LLC
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Firm
Eagle Capital Management, LLC
Location
Mandeville, LA 70471
Credentials
Series 65
Industry experience
14 years
Eric Maxwell is a financial advisor at Eagle Capital Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Eagle Capital Management since 2011. Eagle Capital Management provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and certain banks. The firm employs a range of investment strategies across equities, fixed income, and exchange-traded funds, using fundamental, technical, and cyclical analysis tailored to client objectives.
$0 - $10 million: 1.50% for Balanced Equity Accounts $10 million+: 1.25% for Balanced Equity Accounts $0 - $10 million: 0.60% for Fixed Income Accounts (100% Fixed Income) $10 million+: 0.50% for Fixed Income Accounts (100% Fixed Income)
1417 West Causeway Approach
Mandeville, LA 70471
Louisiana · Texas
Eagle Capital Management, LLC
2011 - Present (15 years)
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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