Bear & Eagle Investments LLC fees and pricing

Financial planner in Cleves, Ohio. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 30, 2026, Bear & Eagle Investments LLC charges $100 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $100/hr; “Stand-alone financial planning is billed at $100 per hour after services are performed.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees for partial quarters will be prorated based on the number of days the account was managed.”
“Because fees are billed in arrears, the client will owe only fees earned through the effective termination date.”

Its hourly rate of $100 is below the Ohio median of $250. 2% of the 219 other Ohio planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2026.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Minimum: $25,000 in assets (stated in brochure)
Employees: 1
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 343699
Website: bearandeagleinvestments.com (opens in new tab)
Phone: (513) 201-8927

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.