Eagle Hill Wealth Management

Peter T. Cacioppo, CFP, is the owner of Eagle Hill Wealth Management. Eagle Hill performs Comprehensive Wealth Management and is a Registered Investment Advisor. Eagle Hill is located in Moraga, CA, near San Francisco.

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Our Services / Costs / Fees

We offer a full range of services, including:

• Investment Advisory
• Retirement Planning
• Estate Planning
• Budgeting
• Tax Counseling
• Savings Plans
• Charitable Giving
• Education Funding
• Comprehensive Financial Planning/Wealth Management

Particular interests include elder care issues, special needs trusts/situations, and arrangements for care of pets. Personal Trust Services offered through local or out of state trust companies. We enjoy working with your other advisors, such as your CPA or attorney, or will recommend people for your consideration.

Our clients cover a wide spectrum of types of clients including young couples just starting out. As further clarification, we do not require a minimum amount of assets as we have instead a minimum fee of $2,000 a year for clients that choose an annual retainer relationship. The fee is for both comprehensive financial planning and investment management. Until the non-home assets get to be $2,000,000 the fee stays at $2,000 a year. If non-home assets are over $2,00,000, the annual fee will be determined by the complexity of the relationship and will be quoted after discussions with a potential client. By doing it this way, we can still take on clients who need the comprehensive financial planning (written financial plan that includes guidance on saving programs, budgeting, investments including asset allocation, taxes, insurance including long term care, liabilities including consumer and mortgage debt, retirement projections, charitable planning and estate planning) but don't have the assets for traditional investment management. Our annual fee includes unlimited consultations in person or by phone on all financially related questions for the next 12 months. It also includes updating of your Net Worth Statement every six months and quarterly review of the financial plan including the investments.

We also offer hourly or project pricing at $150 an hour. We do fee-only planning, which means we do not receive commissions or rebates from any item or person we recommend. The investments are no-load (no commission or sales charge) mutual funds (or Exchange Traded Funds (ETFs) or similar investments) when we make new investments. All investments remain in the control of the client and/or her agent as we do not implement any investment changes ourselves, instead the client does the implementations.

We also offer continuous (as opposed to the quarterly review/management mentioned above) of your investment portfolio at an annual fee of 0.5% to 0.75% of your portfolio, dependent on the size and complexity of the portfolio. Thus a portfolio of $1,000,000 may have a fee of $5,000 a year.