Brave Eagle Wealth Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Brave Eagle Wealth Management LLC
CRD #283307
SEC #801-123383
CIK #
AUM 101.0 M (2026-03-06)
Employees 2 (100% Investors, 0% Brokers)
Fees
Minimum
Phone212-918-4746
Address48 Wall Street
New York, NY 10005
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
1108866442202010201520212027
Fees and Compensation — Form ADV Part 2A (3/6/2026) [Brochure]
Item 5 - Fees and Compensation
    Forms of payment are based on the types of services being provided, term of service, etc., and will be stated
    in your engagement agreement with our firm. At the discretion of our firm, fees may be reduced or waived
    for associates of the firm, family members, or pre-existing relationships.

    Fees may be paid by check or draft from US-based financial institutions. With your written prior authorization,
    payment may also be made through a qualified, unaffiliated PCI-compliant 2 third-party processor or via your
                                                                                              1F

    investment account held at your custodian of record. Payment requests for our advisory fees will be preceded
    by our invoice, and fees paid to our firm will be noted in your account statement that you will receive from
    your custodian. Our firm does not accept cash, money orders or similar forms of payment for its engagements.

    Method of Compensation and Fee Schedule
    Financial Planning & Consulting Services
    Engagements are assessed an hourly fee of $250 per hour or may be charged a fixed fee of no more than
    $1,000. Our fee will take into consideration factors such as the complexity of your financial profile and depth
    of services required, number of accounts and holdings that comprise your overall investment portfolio, time
    involved in the engagement, among others. For hourly engagements, a deposit of 50% of the total agreed
    upon fee is due upon engagement, with the remainder due upon completion of the service. For fixed
    engagements, fees are due upon completion of the consultation.

    Portfolio Management Services
    Portfolio management accounts are assessed an annualized asset-based fee that will be determined by the
    reporting period ending value of your account (e.g., the last market day of the month) or in certain situations,
    an average monthly balance. The specific calculation of billing will be disclosed to the Client upon engagement
    and will always be it the best interest of the Client. Our fee schedule is consistent regardless of asset level.
    We bill on a monthly basis, in arrears, per the following table.

                     Assets Under Management                        Annualized Asset-Based Fee
                     $0 - Above                                     1.00% (100 basis points)

    Accounts will be assessed in accordance with asset values disclosed on the statement the client will receive
    from their custodian of record for the purpose of verifying the computation of the advisory fee. We
    recommend widely-traded securities; however, in the rare absence of a reportable market value our firm may
    seek a third-party opinion from a recognized industry source (e.g., unaffiliated public accounting firm), and
    the client may choose to separately seek such an opinion at their own expense as to the valuation of “hard-
    to-price” securities if necessary.

2   For an explanation of the term “PCI,” who the PCI Security Standards Council is, as well as its comprehensive standards to enhance
    payment card data security, please go to https://www.pcisecuritystandards.org/security_standards/index.php

For new accounts, your first billing cycle will begin once your agreement is executed with our firm and assets
have settled into your account held by the custodian of record. Advisory fees for partial periods will be
prorated based on the amount of billing days in the reporting period in which our firm services the account.
Fee payments will generally be assessed within the first 10 days of each billing cycle.

We will concurrently send you and the custodian of record a written notice (“invoice”) each billing period that
describes the advisory fees to be deducted from your account at our direction. This notice will be delivered
prior to the deduction of fees. Your notice will include the total fee assessed, covered time period, calculation
formula utilized, and reference to the assets under management in which the fee had been based. We
encourage you to verify the accuracy of fee calculations; the custodian may not verify the accuracy of advisory
fee assessments for you.

By signing our firm’s engagement agreement, as well as the selected custodian account opening documents,
you will be authorizing the withdrawal of advisory fees from your account. The fee withdrawal will be
accomplished by the custodian of record, and the custodian will remit our fee directly to our firm. All fees
deducted will be clearly noted on account statements that you will receive directly from the custodian of
record. Alternatively, you may request to directly pay our advisory firm its portfolio management fee in lieu
of having the advisory fee withdrawn from your investment account by the custodian. Our valuation
assessment will remain the same as described above, and the client’s direct payment must be received by our
firm within 10 days of our invoice.

Educational Workshops
Workshops sessions are complimentary; no fee is assessed by our firm.

Additional Client Fees
Any transactional or service fees (sometimes termed brokerage fees), individual retirement account fees,
qualified retirement plan fees, account termination fees, or wire transfer fees will be borne by the account
holder and per the separate fee schedule of the custodian of record. We will ensure you receive a copy of our
recommended custodian fee schedule at the beginning of the engagement, and you will be notified of any
future changes to these fees by the custodian of record and/or third party administrator for certain tax-
qualified plans. Fees paid by our clients to our firm for our advisory services are separate from any of these
fees or other similar charges.

Advisory fees paid to our firm for its services are separate from any internal fees or charges a client may pay
...
Account Minimums and Types of Clients — Form ADV Part 2A (3/6/2026) [Brochure]
Item 7 - Types of Clients
While our current client-base consists of individual investors, we are available to serve high net worth
individuals and small businesses. We do not require minimum income, minimum asset levels or other similar
preconditions. Our firm reserves the right to decline services to any prospective client for any
nondiscriminatory reason.
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 70 41.0
(b) Individuals (high net worth individuals) 37 60.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 107 101.0
By Discretionary
Discretionary 107 101.0
Non-Discretionary 0 0.0
Total 107 101.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 101.0
Total 107 101.0
Firm Profile (Form ADV)
Discretionary AUM$0.0B
ServesRetail, Research
Comparable Firms State AUM
Eagleson Arndt Financial Advisors LLC
CA 106.6 M
Wealth Creation Management Group LLC
106.1 M
Maseco Asia Limited
106.1 M
Financial Design Studio Inc
IL 105.5 M
Venture Forth Financial LLC
105.0 M
E & R Wealth Management LLC
SC 104.8 M
XENA Financial Planning LLC
OR 104.5 M
Invictus Timing Service Ltd
NY 103.0 M
Bespoke Investment Group LLC
NY 101.3 M
Financial Action Inc
CO 100.3 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com