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Eagle Asset Management Customer FAQ

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What is Eagle Asset Management's Phone Number?

The question we are asked most often is about how to talk to Eagle Asset Management customer service. Click here for contact information, email and chat options, getting a live person, wait times and more.
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Investment Options

What types of investments does Eagle Asset Management offer?

Eagle Asset Management offers various investment strategies, focusing on equity and fixed-income options. Their equity...
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What services does Eagle Asset Management provide?

Eagle Asset Management provides diverse investment management services, focusing on equity and fixed income strategies for...
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Does Eagle Asset Management offer any socially responsible investment options?

Eagle Asset Management has acknowledged the increasing demand for socially responsible investments by providing various...
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Business Information

How long has Eagle Asset Management been in business?

Eagle Asset Management has been operating since 1976, gaining a solid reputation for its investment services. With almost fifty...
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What is the minimum investment required to work with Eagle Asset Management?

The minimum investment needed to engage with Eagle Asset Management varies by account type and investment strategy. Different...
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What are the fees associated with investing through Eagle Asset Management?

Eagle Asset Management's fees differ based on investment types, account sizes, and strategies. Typical charges may include...
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Portfolio Management

How often are investment portfolios reviewed and rebalanced?

Investment portfolios are typically reviewed and rebalanced regularly, often quarterly, semi-annually, or annually, based on...
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Can I transfer my existing investment portfolio to Eagle Asset Management?

Transferring an investment portfolio to Eagle Asset Management is possible and involves contacting your current firm and...
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What happens if my investment strategy does not perform as expected?

When investment strategies underperform, investors should assess their strategy and the reasons behind the shortfall,...
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Investment Returns

What are the tax implications of investing through Eagle Asset Management?

Investing with Eagle Asset Management can result in various tax implications, including capital gains taxes on profits from the...
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What is the typical time frame for seeing returns on investments?

The time it takes to see returns on investments can greatly differ due to factors like investment type and market conditions....
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Client Relationships

Can I meet with an investment advisor from Eagle Asset Management?

Eagle Asset Management allows clients to meet with investment advisors either in person or virtually, depending on preferences....
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What resources does Eagle Asset Management provide for client education?

Eagle Asset Management provides various client education resources, including articles, market insights, and investment...
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