What is the minimum investment required to work with Eagle Asset Management?
The minimum investment required to work with Eagle Asset Management varies depending on the investment strategy and the type of account. For separately managed accounts, the minimum initial investment typically ranges from $500,000 to $1 million. However, for certain equity and fixed-income strategies, the minimum investment may be lower, starting from $100,000 or even $50,000. Additionally, Eagle Asset Management offers mutual funds with no minimum investment requirements, making them accessible to a wider range of investors. It is important to note that minimum investment amounts may be subject to change and should be confirmed with an Eagle Asset Management representative.
Answered Nov 2, 2023
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