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| Double Eagle Wealth Management LLC
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| CRD # | 330398 |
| SEC # | 801-136470 |
| CIK # | |
| AUM | 108.6 M (2026-05-12) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 214-814-4978 |
| Address | 5960 Berkshire Lane Dallas, TX 75225 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (7/9/2026) [Brochure] |
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ITEM 5 Fees and Compensation
ANNUAL FEES FOR ADVISORY SERVICES
Double Eagle is compensated for providing asset management services by charging a negotiable fee based
on the total assets under management. The fees and billing will be pre-determined in writing in the
Investment Advisory Agreement executed by you and Double Eagle.
The fees charged for financial planning services are negotiable and vary depending on the complexity of
the process undertaken, the types of issues addressed, the scope of services provided, and the frequency
with which the services are rendered. All fees are agreed upon before entering into the Investment
Advisory Agreement you sign.
The fees charged for tax preparation services are negotiable and vary depending on the complexity of the
process undertaken, the types of issues addressed, the scope of services provided, and the frequency with
which the services are rendered. All fees are agreed upon before entering into the Investment Advisory
Agreement you sign.
Fees for retirement plan services are negotiated before the signing of the Retirement Plan Advisory 3(21)
or 3(38) Agreement. The agreement language includes the negotiated fee, which can be charged as a
percentage of the total retirement plan assets and/or a flat annual fee.
The below ranges are the standard fee ranges that are typically charged. We can waive the agreed-upon
financial planning fees if you engage our asset management services. For clients with Assets Under
Management below $250,000, our rate is 1.25%. Above that, the below schedule will be in effect.
Asset Management Fee Schedule
$0 - $2,500,000 1.00%
$2,500,001 - $5,000,000 0.80%
$5,000,001 - $10,000,000 0.65%
$10,000,001 - $20,000,000 0.50%
$20,000,001 - $50,000,000 0.35%
$50,000,001 and above 0.25%
Benefit Plans Fee Schedule
$0 - $5,000,000 0.35%
$5,000,001 and above 0.25%
Flat rate Negotiable
Financial Planning and Consulting Fee Schedule
One Time Project Fixed Fee $5,000.00 to $25,000
Ongoing Monthly Fee $ 500.00 to $2,500
Other Assets Fee Schedule
529 Plans 0.35%
Cash Management 0.20%
Donor Advised Funds 0.35%
FEE BILLING & PAYMENT
Our asset management fees are annual fees and are negotiable. Asset management fees are paid monthly
in arrears. Payments are due on the first day of the calendar month and are based on the accounts asset
value as the last due day of the prior calendar month or balance at end of calendar month, depending on
the custodian you use multiplied by the applicable annual rate and divided by twelve (12). The fee for the
prior month is billed and payable within ten (10) days after the end of the prior month. We will deduct
our asset management fee only when in receipt of your written authorization by executing an investment
advisory agreement permitting the fees to be paid directly from your account. The qualified custodian will
deliver an account statement to you at least quarterly, which will show all disbursements from your
account. We urge you to review all statements for accuracy. Your account at the custodian can also be
charged for certain additional assets managed for you by us but not held by the custodian (i.e., variable
annuities, mutual funds, 401(k)s, 529 plans).
Financial planning and consulting fees are assessed as a one-time project fee, or as an annual fee payable
either monthly or quarterly. For one-time project fees, the Client agrees to pay one-half of the total fee
upon signing the Financial Planning and Consulting Agreement and the remaining fee upon delivery of the
plan. For ongoing financial planning or consulting services, the Client agrees to pay a one-time initial
planning fee ranging from $5,000 to $25,000, in addition to an annual monthly fee ranging from $500 to
$2,500, paid out monthly payments in arrears. We will not require a fee of $500 or more to be paid six
months or more in advance. Financial planning and consulting fees are paid via check, by direct invoicing
via an electronic payment processor, or deducted from an account directed by the client custodied at
Schwab.
Retirement plan consulting fees will be billed on a monthly basis, in arrears, at the end of each calendar
month, due within thirty (30) days after the date of invoice, unless otherwise agreed to by the parties.
The fee will either be billed directly to the plan sponsor or paid directly from the plan assets if authorized
by the plan fiduciary
You are responsible for all third-party fees (i.e., custodian fees, mutual fund fees, transaction fees, etc.).
These fees are separate and distinct from the fees and expenses charged by Double Eagle.
Clients do not pay an additional or separate fee for GeoWealth’s services.
TERMINATION OF AGREEMENT
Either party can terminate the agreement by providing 30-day advance written notice. Upon termination
of any account, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will
be due and payable up to and including the effective date of termination.
... |
| Account Minimums and Types of Clients — Form ADV Part 2A (7/9/2026) [Brochure] |
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ITEM 7 Types of Clients
We provide our investment advisory services to:
- Individuals
- High Net Worth Individuals
- Non-profit organizations
- Corporations
- Other business entities
Our minimum account size requirements for opening an account with us are $500,000 AUM, or $5,000
annual fee. These requirements are subject to firm discretion. |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 11.3 |
| (b) Individuals (high net worth individuals) | 62 | 74.2 |
| (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 | 4 | 21.2 |
| (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 | 3 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 359 | 108.6 |
| By Discretionary | ||
| Discretionary | 359 | 108.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 359 | 108.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 108.6 | |
| Total | 359 | 108.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
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|---|---|---|
|
A Better Way Financial LLC
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|
PA | 109.0 M |
|
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|
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|
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|
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|
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|
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|
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|
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|
Montello Wealth Management Inc
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|
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