Advisor at Double Eagle Partners, LLC
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Firm
Double Eagle Partners, LLC
Location
Matthews, NC
Credentials
Series 63, Series 66
Industry experience
13 years
Francis Claire is a financial advisor at Double Eagle Partners, LLC in Matthews, NC, with 13 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at LPL Financial LLC and Mizuho Securities USA Inc. since 2016, he has been with Double Eagle Partners, an independent firm he leads. Double Eagle Partners provides customized investment management and financial-planning services to a diverse client base including individuals, high-net-worth clients, trusts, small businesses, and charitable organizations. The firm employs a discretionary, asset-allocation investment approach guided by economic analysis and offers services such as goal setting, tax and estate planning, and educational workshops.
Based on Double Eagle Partners, LLC
Based on Double Eagle Partners, LLC
Flat Quarterly Retainer fees ranging from $125 to $5,000 per quarter, negotiable
$0 - $5,000,000: 1.0% $5,000,000 - $10,000,000: 0.75% $10,000,000 - $25,000,000: 0.60% $25,000,000+: 0.40%
Account minimum: $1,000,000 Minimum fee: No minimum monthly fee; Early Career Physician Program minimum fee up to $500 annually Fee-only: Annualized AUM fee based on tiered schedule; also offers flat quarterly retainers ranging from $125 to $5,000 per quarter
Matthews, NC
New York · North Carolina
LPL Financial
2019 - 2022 (3 years)
Double Eagle Partners
2016 - Present (10 years)
Mizuho Securities Usa Inc
2011 - 2016 (5 years)
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Insurance agent
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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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